Client portal

The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.


Expedite data collection

Save time on data collection by allowing clients to link accounts and loans from thousands of institutions.
 


Collaborative fact finder

Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience.
 


Access plan anywhere

Give your clients access to their financial plan anytime, anywhere. Clients can manually adjust contributions and time horizons to see how they can impact their goal coverage.
 

Latest update | NaviPlan 21.0

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

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Related resources for financial advisors

Learn how to increase the connection clients have with their advice via the NaviPlan client portal, which is free for advisors through 2021.


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