Expand firm service offerings beyond tax analysis to include holistic wealth management backed by the precision of cash flow analysis.
CPAs looking to grow their practice and drive revenue growth can utilize NaviPlan to uncover additional client needs and bridge the gap between tax analysis and holistic wealth management.
Detailed tax analysis
Efficient data gathering
Scalable planning strategies
Illustrative client reports
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.
Gain insight on additional client needs and uncover held-away assets with the electronic fact finder.
Serve simple client needs with goals based assessments that can be easily scaled to a comprehensive financial plan backed by detailed cash flow analysis.
Clearly identify recommendations for clients and prospects with customizable, illustrative client reports.
Using the NaviPlan client portal, CPAs can quickly uncover additional client needs while delivering advice through an engaging digital experience.
Account aggregation
Access plan anywhere
Collaborative fact finder
Save time on data collection by allowing your clients to import their accounts, assets, and liabilities from thousands of financial institutions.
Clients can take ownership of their goals with the interactive “explore-your-options” feature.
Empower your clients to enter their information digitally with the eFact Finder to accelerate the data-gathering experience.
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.
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.
