Advanced tax planning
NaviPlan is built upon the most detailed tax calculation engine in the financial planning market, allowing advisors to provide accurate tax forecasts from the most basic retirement scenarios to high-net-worth estate scenarios.
Precise planning modules
The advanced planning modules offered in NaviPlan – equity compensation, business planning, and estate planning – allow advisors to model tax-efficient strategies to fulfill any client objective.
Timely tax updates
NaviPlan stays up-to-date with the latest federal and state tax legislation so you can be confident in the accuracy of your advice.
Related resources for financial advisors
Discover how advisors can serve the unique tax needs of their clients and how to take advantage of tax opportunities with NaviPlan.