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 provincial 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 – business planning, for example– 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 provincial tax legislation so you can be confident in the accuracy of your advice.



NaviPlan 20.2 release thumbnail

Latest update | NaviPlan 20.2

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.

Read the release details

Complete the form below to request your trial.