Leverage the NaviPlan platform to develop charitable giving strategies that maximize the impact of contributions while minimizing taxes.
Detailed tax analysis
NaviPlan is built upon the most detailed tax calculation engine in the financial planning market allowing wealth managers to model both federal and state tax implications while providing accurate alternative minimum tax projections.
Craft powerful estate strategies to ensure a seamless transfer of family wealth to future generations. NaviPlan offers a unique set of estate assumptions that can be fully customized to match specific family needs.
Personalized retirement advice
Plan for the unique retirement needs of family members by leveraging smart assumptions based on the age, health, and lifestyle of each individual.