Naviplan

Publish date: 2024-05-05
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:

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.

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:

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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