Equity compensation

Plan for your most lucrative clients with restricted and non-restricted stock options needs.



Serve complex needs

Plan for clients with individually or jointly held compensatory stock options. NaviPlan elegantly handles vesting schedules and exercise schedules for both restricted and non-restricted stock options.



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

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