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 the most accurate data possible. This allows advisors to track actively managed and held-away assets.

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.

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

Read the release details

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.

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