back Back

Advicent taps MX to improve account aggregation capabilities in NaviPlan

By Pavithra R

September 01, 2020

  • Advicent
  • USA
Share

Advicent, an industry-leading financial planning and FinTech software provider, has announced that the company has entered into a strategic relationship with MX, the leading financial data platform enabling organizations to develop, launch, and power new money experiences to enhance account aggregation and data connectivity for advisors and their clients using the NaviPlan financial planning platform.

The integration with MX will provide NaviPlan client portal users with the ability to aggregate their own accounts, along with notable enhancements. MX enables financial advisors and their clients to import account data from thousands of financial institutions across North America seamlessly and incorporate that data into plans saved in NaviPlan. Account data imported through MX can be updated in real-time in clients’ financial plans, at any time, and from any location via the NaviPlan client portal.

“We consistently search for ways to boost advisors’ engagement and collaboration with their clients. Our strategic relationship with MX will create a more meaningful digital planning experience by enabling the smooth aggregation of account data from thousands of institutions. Data is the blueprint for financial plans, and our integration with MX will enhance the planning process with more holistic insights about clients’ wealth and expenses—which can be harnessed to obtain better outcomes,” said Angela Pecoraro, Chief Executive Officer of Advicent.

The NaviPlan platform’s transition to MX’s data and account aggregation software occurred as part of Advicent’s recent technology update on August 28. The platform empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis.

Advicent, considering the uncertainties caused by the pandemic, has made a special offer making the NaviPlan client portal available at free to all financial advisors, including current users, through December 2021. NaviPlan users in the United States can receive free and unlimited access to all advisor marketing materials in the Advisor Briefcase solution.

“Our goal is to influence and power the money experience for leading customer-centric, financial-advocacy-driven companies, so that together we can build a stronger financial future of the consumer. Advicent, then, is a natural partner for us. We are thrilled to work closely with Advicent and leverage clean, enhanced data to meaningfully augment the value and clarity that the NaviPlan client portal can provide to both advisors and their clients,” said Nate Gardner, Chief Customer Officer of MX.

Recently, MX launched Path, a data connectivity API powering modern banking experiences.

Founded in 2010, MX is a growing FinTech innovator, powering more than 2,000 financial institutions and 43 of the top 50 digital banking providers to improve the financial lives of more than 30 million people.

Previous Article

September 01, 2020

Tadawul launches new derivatives market and clearinghouse leveraging Nasdaq’s market technology

Read More
Next Article

September 01, 2020

Vida returns to mortgage market with a new AI-driven chatbot MILO

Read More










IBSi Daily News Analysis

Payments, holidays, Black friday

November 29, 2022

Advicent

Black Friday sales could surge £200m if payments didn’t fail, study shows

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News

Today

365 Business Finance partners with FinTech Groov

Read More

Today

Klarna launches platform to connect influencers and retailers in UK

Read More

Today

Society Pass announced its integration with Stripe

Read More

Related Reports

Sales League Table Report 2022

£1,500.00 / year

Know More
Global Digital Banking Vendor & Landscape Report Q3 2022

£1,500.00 / year

Know More
Wealth Management & Private Banking Systems Report Q3 2022

£1,500.00 / year

Know More
Global Transaction Banking Vendors and Landscape Report Q3 2022

£1,500.00 / year

Know More
Treasury & Capital Markets Systems Report Q3 2022

£1,500.00 / year

Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
close-link
Get your copy now! IBSi Sales League Table 2022