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.

Expedite data collection

Save time on data collection by allowing clients to link accounts and loans from over 20,000 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 20.2 release thumbnail

Latest update | NaviPlan 20.2

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.

Read the release details

Complete the form below to request your trial.