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.

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.