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.

NaviPlan 20.3 release thumbnail

Latest update | NaviPlan 20.3

Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.

Read the release details

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