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.
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.