NaviPlan Client Portal
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis.
Account aggregation
Collaborative fact finder
Recommendation & presentation
Onboarding with the NaviPlan eFact Finder
The interactive NaviPlan client portal expedites the onboarding process through its eFact Finder and also improves ongoing client engagement through its “explore your options” feature. Advisors can now spend less time on administrative tasks and can focus on tasks that increase revenue for the firm — all while clients access their plan data in a quick, secure, engaging manner.
Uncover more assets with account aggregation
The NaviPlan client portal includes account aggregation capabilities through MX, saving you the headache of extensive data input. Account aggregation empowers clients to share more accurate information about their entire financial picture. This allows advisors to track actively managed and held-away assets.