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.
The NaviPlan client portal includes account aggregation capabilities through MX, saving you the headache of extensive data input. Account aggregation empowers clients to share more accurate information about their entire financial picture. This allows advisors to track actively managed and held-away assets.