Advanced tax planning

NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.



Advanced tax planning

NaviPlan is built upon the most detailed tax calculation engine in the financial planning market, allowing advisors to provide accurate tax forecasts from the most basic retirement scenarios to high-net-worth estate scenarios.





Precise planning modules

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.





Timely tax updates

NaviPlan stays up-to-date with the latest federal and state tax legislation so you can be confident in the accuracy of your advice.



NaviPlan 20.3 release thumbnail

Latest update | NaviPlan 20.3

Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.

Read the release details

Complete the form below to request your trial.





Related resources for financial advisors

Discover how advisors can serve the unique tax needs of their clients and how to take advantage of tax opportunities with NaviPlan.

Demonstrating value as a financial advisor

With competition heating up in the financial services industry and a generational wealth transfer on the horizon, ensuring an advisor’s value is clearly demonstrated will be key for firms.

Learn more

Advising HNW clients on charitable giving

For the general population, charitable giving typically means donating time or small contributions and requires little planning, but for high-net-worth individuals (HNWIs), larger charitable donations can require the expertise of a financial advisor.

Learn more

How advisors can take advantage of the tax season opportunity

Tax season is an incredibly important and busy time for financial advisors. Though this stretch can be high-stress, it is also high-opportunity for a firm hoping to grow their business in the months that follow.

Learn more