Detailed tax analysis
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.
Efficient data gathering
Gain insight on additional client needs and uncover held-away assets with the electronic fact finder.
Scalable planning strategies
Serve simple client needs with goals based assessments that can be easily scaled to a comprehensive financial plan backed by detailed cash flow analysis.
Illustrative client reports
Clearly identify recommendations for clients and prospects with customizable, illustrative client reports.