Zywave announces the premiere of next generation reporting and the future of planning for financial advisors

Monday, September 30, 2013
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The latest updates place users on the top of technology trends in the financial industry

Milwaukee, WI – September 30, 2013

Today, Zywave unveiled the latest enhancements to its most comprehensive financial planning tool NaviPlan® including next generation reporting, Ibbotson asset allocation, support for long-term care insurance, and the NaviPlan Learning Centre, among others. The future-focused updates further streamline the planning process for advisors by upgrading current workflows, increasing advisor efficiency and heightening availability for client interaction.

“As the number of advisors in the marketplace continues to grow, client service and advisor differentiation will become increasingly important,” said Andrew Stevens, Product Director of NaviPlan at Zywave. “The latest updates are focused on providing the resources advisors need to partner with their clients and provide the best service possible.”

  • Advisors can create sleek, modern and more engaging reports personalized to each client’s financial goals. A side by side comparison of the current and suggested plan educates clients      on their finances, increases their involvement and ultimately provides greater plan follow-through and success.
  • The addition of Ibbotson asset allocation allows advisors to determine each client’s ideal investor profile with pre-defined, up-to-date asset classes.
  • With just a few clicks, advisors can determine clients’ additional long-term care insurance needs and guide them to the right solution, increasing advisor holistic planning capabilities.
  • The new NaviPlan Learning Centre helps advisors stay on the cutting edge of new technology and learn how to get the most out of their tools with access to videos, webinars and other learning opportunities.

“The new features are game-changing for advisors,” said Brian Walsh, CFP®, CLU®, CASL® Partner Relations Team Lead at Zywave. “They now get the best of both worlds: the same detailed analysis to produce rock-solid plans and the redesigned, user-friendly reports to increase the effectiveness of client presentations.”

Learn more about this release here

About Zywave

Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.ca.


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