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.



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Latest update | NaviPlan 20.3

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

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Increase value perception with clients and uncover new prospect pools with advanced planning strategies such as equity compensation in NaviPlan.

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