Naviplan
Please Note: The Naviplan interface will no longer be supported or function with the release of Junxure 9 due to low usage.
NaviPlan financial planning software provides financial advisors with online and offline wealth management and analysis tools for all wealth segments.
This interface is a tool that will create an XML file that you can import into Naviplan.The Naviplan interface is currently only compatible with Naviplan Version 9.
Requirements:
- A fully licensed version of MS Office Access 2000 or higher.
- An ODBC connection to the Junxure Database. Click this link for step by step instructions to set up this connection.
The following fields are exported from Junxure to NaviPlan:
See below for steps to:
Install the Naviplan interface:
This interface should be installed on the workstation where you wish to perform the import. Once the interface has been installed, the updated assets and account values will be viewable on all workstations
It is recommend that you use the self-extracting executable to install the interface; you can also install the interface manually if necessary.
- Click this link to run a self-extracting executable that will install your workstation with the Naviplan interface
- Click Run, Run, then Install on the dialog boxes that appear.
- If you see a Confirm file replace dialog message, click Yes to All to replace outdated files with the most current files.
Note: Firefox and Google Chrome users may need to download and save the file before running.
If you are unable to install the interface using the link above, download this file and save it to your desktop. Right click and Extract/Unzip this file into c:\junxure\assetimports\Naviplan. (You may need to manually create the "AssetImports" and the "Naviplan" folders.
Using the Naviplan Interface:
- Login in Junxure. Go to Database Tools > Interfaces. Double click on Naviplan.
- Select a contact using the ClientID drop down. Choose a Drop Location of the XML file from the drop down menu. The default is C:\Junxure\Temp.
- Click on the “Make XML File” at the bottom of the screen.When complete, a message, "XML File Created" appears.
- You may now export the XML file into Naviplan.
If you have any issues or concerns with this conversion please send an email to Junxure support at support @junxure.com or call us at1 (866) 586-9873, Option 1.
Third Party Software – Disclaimer
Junxure does not provide technical support regarding any issues with third party data, application configuration, or necessary set-up. If you require assistance with these issues, please contact the application software provider directly.
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