Case Study: NaviPlan achieves comprehensive, accurate client financial views with MX Technologies

NaviPlan - Customer Case Study

NaviPlan, Advicent’s financial planning platform, helps advisors deliver cash-flow and goal-based planning but faced a common challenge: advisors needed a more comprehensive, accurate view of clients’ finances to build effective plans. To close this gap, NaviPlan partnered with MX Technologies, leveraging MX Technologies’ data aggregation and data enhancement capabilities.

MX Technologies integrated its aggregation and enhancement services directly into the NaviPlan client portal, enabling advisors and clients to import account data from all financial institutions into financial plans. The MX Technologies integration provides more holistic insights into clients’ wealth and expenses, enhancing the planning process and enabling more accurate, actionable plans that drive better outcomes.

NaviPlan

Angela Pecoraro

Chief Executive Officer