{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/0d229a7aa5f84b4396431b37e4efe94e\" frameborder=\"0\" width=\"1270\" height=\"952\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":952,"width":1270,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":952,"thumbnail_width":1270,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/0d229a7aa5f84b4396431b37e4efe94e-7dcd900715db16cd.gif","duration":814.464,"title":"EquityNav Demo: Planning, Tax Scenarios, AI","description":"This Loom demonstrates the end-to-end workflow of EquityNav, an equity compensation planning tool for financial advisors and CPAs. It shows how advisors get a client overview of vested and unvested value, equity composition over time, and upcoming events such as vesting and ISO exercise windows (for example, a 90-day exercise period). The video explains importing client grants via manual entry or bulk upload, which typically takes 30 to 60 seconds, and then running deterministic tax scenarios for grants like NSOs in quick or advanced mode. It also highlights built-in AI features to generate planning topics, client-friendly emails, and full client reports, as well as research agents for public or client company stock."}