Advanced tax planning

Built on the most precise calculation engine in the financial planning market, NaviPlan offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.

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 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.

NaviPlan 19.0 update

Latest update | NaviPlan 20.0

Our latest version of NaviPlan includes changes to retirement saving with the SECURE Act, updated tax calculations, dynamic reporting graphics, and client report improvements.

Read the release details

Complete the form below to request your trial.