Lead generation
Leverage the NaviPlan to convert foot branch foot traffic into wealth management business. Using NaviPlan Guided Retirement, bank advisors can quickly identify retirement savings needs and with the NaviPlan client portal, client onboarding takes just minutes.
Scalable planning strategies
Bank employees can meet the diverse needs of their client base with simple assessments in repeatable visual presentations.
Scalable planning strategies
Continue to serve clients throughout their financial journey with scalable advice modules based on precise cash flow analysis.
Implementation and monitoring
The always-accessible NaviPlan client portal allows clients to monitor and evaluate plan progress and make adjustments with the "explore your options" feature. Account values and net worth items update daily thanks to account aggregation with MX.