Client portal

The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.


Through 2021, access the NaviPlan client portal for free to connect with clients remotely.

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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.



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.

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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.

Through 2021, access the NaviPlan client portal for free

Advicent will assist advisors during these unprecedented times with free access to the NaviPlan client portal through 2021 for all new and existing clients.

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Maintaining client connection with digital tools

COVID-19 will undoubtedly change firm best practices going forward and the planners who embrace those changes now will be ahead of the curve. Advisors can utilize digital tools to stay connected with their clients and keep their clients connected with their advice.

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eBook | Going remote: How-to guide for connecting with clients and delivering engaging advice

With client expectations evolving and the client experience undergoing alterations, advisors must learn how to connect with their clients and continue delivering engaging advice.

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