Expert-Backed Equity Planning, Under Your Brand
Use the EquityNav platform on your own for straightforward cases. When you hit something complex, our CFP®, CPA, and CEP team handles it behind the scenes — white-labeled, no AUM required.
Expert Team Access
CFP®, CPA, and CEP specialists with deep equity comp experience. Hundreds of cases handled across ISOs, RSUs, NSOs, ESPPs, and concentrated positions.
Your Client, Your Brand
Every deliverable is white-labeled. We never contact your clients. As far as they know, the analysis came from your team.
No Conflicts, No AUM
We never require assets under management. Our only goal is helping you deliver world-class equity planning. Your clients stay yours.
How Expert Services Work
Submit a case. Get a white-labeled deliverable back. Present it to your client with confidence.
Submit a Case
Share the client scenario through the platform — equity types, grant details, key questions, and timeline. Takes about 5 minutes.
Expert Review
A CFP®, CPA, or CEP specialist reviews the case, runs scenarios through the EquityNav engine, and prepares a detailed analysis.
Deliverable Returned
You receive a white-labeled, client-ready deliverable — complete with scenario comparisons, tax projections, and recommended actions.
Present to Your Client
Deliver the analysis under your brand. Your client sees you as the expert. We stay behind the scenes.
When to Use Expert Services
Most cases you can handle with the platform. Here are the scenarios where expert backup makes the difference.
Complex AMT Scenarios
Multi-year ISO exercise strategies where AMT timing across tax years requires precision modeling and professional review.
Pre-IPO Planning
Early exercise decisions, 83(b) elections, QSBS eligibility, and liquidity timing where the stakes are highest.
Multi-State Tax Allocation
Clients who relocate between states during vesting periods, triggering complex source-state allocation rules.
Concentrated Stock Positions
Building diversification strategies that balance tax efficiency with risk reduction across large equity positions.
RSU Withholding Gap Projections
Quarterly vesting at companies like Google, Amazon, and Meta can create significant withholding shortfalls. We model the gap.
Audit-Ready Deliverables
When your client needs documentation that can withstand scrutiny — full decision trails, tax code references, and scenario comparisons.
Start with Software. Scale with Experts.
Use the platform independently or add expert support when you need it. You choose the level of help.
Self-Serve Planning
- Full tax engine — ISOs, NSOs, RSUs, ESPPs
- AMT, QSBS, 83(b) election modeling
- Multi-year scenario comparisons
- Client-ready PDF deliverables
- 85+ IRC sections encoded
- Unlimited scenarios and clients
Expert-Backed Planning
- Everything in Self-Serve, plus:
- CFP®, CPA, CEP team on-demand
- White-labeled case deliverables
- Complex scenario review & validation
- 2–3 day standard turnaround
- 24-hour expedited option available
Frequently Asked Questions
Ready to add expert support to your practice?
Book a demo to see how the software and expert services work together — or get started with the platform today.