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.
Detailed tax analysis
Personalized retirement advice
Leverage the NaviPlan platform to develop charitable giving strategies that maximize the impact of contributions while minimizing taxes.
NaviPlan is built upon the most detailed tax calculation engine in the financial planning market allowing wealth managers to model both federal and state tax implications while providing accurate alternative minimum tax projections.
Craft powerful estate strategies to ensure a seamless transfer of family wealth to future generations. NaviPlan offers a unique set of estate assumptions that can be fully customized to match specific family needs.
Plan for the unique retirement needs of family members by leveraging smart assumptions based on the age, health, and lifestyle of each individual.
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.
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.