Expedite data collection
Save time on data collection by allowing clients to link accounts and loans from thousands of institutions
Uncover more assets
Using account aggregation, advisors are able to gain a clearer picture of a client’s financial situation, enabling easier account management and opportunities to uncover held-away assets.
Related resources for financial advisors
Discover the benefits of account aggregation in the financial planning process, and how it is integrated in NaviPlan through Advicent strategic partner MX.