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.
- 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
