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.

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

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