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.
Collaborative fact finder
Access plan anywhere
Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience.
Save time on data collection by allowing your clients to import their accounts and loans from thousands of institutions.
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.
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.