NaviPlan for family offices

Navigating the financial planning challenges and complexities of UHNW investors requires a powerful, detail-oriented tool. NaviPlan offers robust planning modules to help plan for the unique financial situations of UHNW investors and their families.

Comprehensive advice for generational wealth

From retirement income planning to complex estate planning scenarios, NaviPlan enables wealth managers to provide detailed individual financial advice amidst the broader family wealth picture.

Explore NaviPlan features

Estate strategy module in NaviPlan

Legacy planning in NaviPlan

Prepare your clients to leave a legacy by accounting for all aspects of family wealth including the sale or transfer of a business, philanthropic goals, estate deposition scenarios, and governance of family trusts.
Estate strategy module in NaviPlan

Embracing technology to connect with HNW clients

With fewer than 50 percent of high-net-worth clients satisfied with their online financial platforms, CPAs have a key opportunity at their doorstep. In this whitepaper, learn tips on how to leverage technology to maximize your connection with the HNW market.

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Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.