Account aggregation
The NaviPlan client portal includes account aggregation capabilities through Quovo®, 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.
- Lead generation and goal discovery
- Account aggregration
- Collaborative planning
- Digital fact finder
- Analysis and recommendation
- Advanced tax planning
- Asset allocation & risk tolerance
- Business planning
- Cash flow planning
- Equity compensation
- Estate planning
- Goals-based planning
- Guided Retirement
- Insurance planning
- Monte Carlo analysis
- Retirement income modeling
- Scenario manager
- Implementation and monitoring
- Client portal
- Compliance workflows
- Customizable client reports
