{"id":6137,"date":"2024-03-21T20:28:06","date_gmt":"2024-03-21T20:28:06","guid":{"rendered":"https:\/\/invest-cloud.co\/?page_id=6137"},"modified":"2024-09-30T23:18:42","modified_gmt":"2024-09-30T23:18:42","slug":"naviplan-client-portal","status":"publish","type":"page","link":"https:\/\/invest-cloud.co\/naviplan-client-portal\/","title":{"rendered":"NaviPlan Client Portal"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6137\" class=\"elementor elementor-6137\" data-elementor-post-type=\"page\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-9d9222e e-con-full e-flex e-con e-parent\" data-id=\"9d9222e\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-ea4f3c5 e-flex e-con-boxed e-con e-child\" data-id=\"ea4f3c5\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c5eb8c3 e-flex e-con-boxed e-con e-child\" data-id=\"c5eb8c3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-242fd91 elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"242fd91\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">NaviPlan Client Portal\n<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a9e037e elementor-widget elementor-widget-text-editor\" data-id=\"a9e037e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"sub-title\"><p class=\"content-text\">Built on the most precise calculation engine in the financial planning market, NaviPlan<sup>\u00ae<\/sup>\u00a0empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis.<\/p><div class=\"content-text-contain-cta\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ea17549 elementor-widget elementor-widget-button\" data-id=\"ea17549\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Request a Trial<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f4e129 elementor-arrows-position-outside elementor-pagination-position-outside elementor-widget elementor-widget-image-carousel\" data-id=\"4f4e129\" data-element_type=\"widget\" data-settings=\"{&quot;slides_to_show&quot;:&quot;1&quot;,&quot;navigation&quot;:&quot;both&quot;,&quot;autoplay&quot;:&quot;yes&quot;,&quot;pause_on_hover&quot;:&quot;yes&quot;,&quot;pause_on_interaction&quot;:&quot;yes&quot;,&quot;autoplay_speed&quot;:5000,&quot;infinite&quot;:&quot;yes&quot;,&quot;effect&quot;:&quot;slide&quot;,&quot;speed&quot;:500}\" data-widget_type=\"image-carousel.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-carousel-wrapper swiper\" dir=\"ltr\">\n\t\t\t<div class=\"elementor-image-carousel swiper-wrapper\" aria-live=\"off\">\n\t\t\t\t\t\t\t\t<div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"1 of 2\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-client-portal-Top-Slider-1st-768x568.png\" alt=\"\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"2 of 2\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Top-Slider-2nd1.png\" alt=\"\" \/><\/figure><\/div>\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-swiper-button elementor-swiper-button-prev\" role=\"button\" tabindex=\"0\">\n\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"eicon-chevron-left\"><\/i>\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"elementor-swiper-button elementor-swiper-button-next\" role=\"button\" tabindex=\"0\">\n\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"eicon-chevron-right\"><\/i>\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<div class=\"swiper-pagination\"><\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-81b26a5 e-flex e-con-boxed e-con e-parent\" data-id=\"81b26a5\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-90ac94f elementor-widget__width-inherit comprehensive-tabs e-n-tabs-none elementor-widget elementor-widget-n-tabs\" data-id=\"90ac94f\" data-element_type=\"widget\" data-settings=\"{&quot;tabs_justify_horizontal&quot;:&quot;center&quot;,&quot;horizontal_scroll&quot;:&quot;disable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"151701839\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-1517018391\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-1517018391\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tAccount<br>Aggregation\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1517018392\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1517018392\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tCollaborative fact<br>finder\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1517018393\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1517018393\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tAccess plan<br>anywhere\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-1517018391\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1517018391\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-a09bf48 e-con-full e-flex e-con e-child\" data-id=\"a09bf48\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-65b3bca elementor-widget elementor-widget-image\" data-id=\"65b3bca\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"750\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation-768x750.png\" class=\"attachment-medium_large size-medium_large wp-image-6353\" alt=\"NaviPlan Client Portal Account Aggregation Image\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation-768x750.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation-300x293.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation.png 807w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-85fa4a8 elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"85fa4a8\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d965207 elementor-widget elementor-widget-image\" data-id=\"d965207\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6350\" alt=\"Account Aggregation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-66c0847 elementor-widget elementor-widget-image\" data-id=\"66c0847\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6351\" alt=\"Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-faa2be8 elementor-widget elementor-widget-image\" data-id=\"faa2be8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6349\" alt=\"Access plan anywhere\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f4a69ad elementor-widget elementor-widget-heading\" data-id=\"f4a69ad\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Account aggregation\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-352c827 elementor-widget elementor-widget-text-editor\" data-id=\"352c827\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">Save time on data collection by allowing your clients to import their accounts and loans from thousands of institutions.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"AD-v-HasPadding AD-m-CtaWide-ImageLeft\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaImage\">\u00a0<\/div><\/div><\/section><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-1517018392\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1517018392\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\" elementor-element elementor-element-bdebbcf e-con-full e-flex e-con e-child\" data-id=\"bdebbcf\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ae08584 elementor-widget elementor-widget-image\" data-id=\"ae08584\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"396\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1024x507.png\" class=\"attachment-large size-large wp-image-6301\" alt=\"NaviPlan Client Portal Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1024x507.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-300x149.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-768x381.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1536x761.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1.png 1907w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c9d09bb elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"c9d09bb\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1bb53ef elementor-widget elementor-widget-image\" data-id=\"1bb53ef\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6350\" alt=\"Account Aggregation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-15434d8 elementor-widget elementor-widget-image\" data-id=\"15434d8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6351\" alt=\"Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-590f90a elementor-widget elementor-widget-image\" data-id=\"590f90a\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6349\" alt=\"Access plan anywhere\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-569d283 elementor-widget elementor-widget-heading\" data-id=\"569d283\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Collaborative fact finder\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b1a7c6 elementor-widget elementor-widget-text-editor\" data-id=\"3b1a7c6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-2-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-2\"><p class=\"feature-text\">Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"AD-v-HasPadding AD-m-CtaWide-ImageLeft\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaImage\">\u00a0<\/div><\/div><\/section><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-1517018393\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1517018393\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\" elementor-element elementor-element-de87596 e-con-full e-flex e-con e-child\" data-id=\"de87596\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-27b5798 elementor-widget elementor-widget-image\" data-id=\"27b5798\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"473\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-1024x606.png\" class=\"attachment-large size-large wp-image-6352\" alt=\"NaviPlan Client Portal Access Plan Anywhere\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-1024x606.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-300x178.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-768x454.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-1536x909.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere.png 1597w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c8907a6 elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"c8907a6\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aa5fe28 elementor-widget elementor-widget-image\" data-id=\"aa5fe28\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6350\" alt=\"Account Aggregation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68048c1 elementor-widget elementor-widget-image\" data-id=\"68048c1\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6351\" alt=\"Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75cf076 elementor-widget elementor-widget-image\" data-id=\"75cf076\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6349\" alt=\"Access plan anywhere\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5081289 elementor-widget elementor-widget-heading\" data-id=\"5081289\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Recommendation &amp; presentation<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-30792c2 elementor-widget elementor-widget-text-editor\" data-id=\"30792c2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">The intuitive NaviPlan Presentation Module takes client meetings to the next level. Guide prospects through their financial picture and immediately demonstrate the value of your recommendations with engaging visuals.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-5b977f2 e-flex e-con-boxed e-con e-parent\" data-id=\"5b977f2\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d046a9d e-con-full e-flex e-con e-child\" data-id=\"d046a9d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fd63892 elementor-widget elementor-widget-heading\" data-id=\"fd63892\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Onboarding with the NaviPlan eFact Finder\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-129c827 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"129c827\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01cda9d elementor-widget elementor-widget-text-editor\" data-id=\"01cda9d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"AD-v-HasPadding AD-m-CtaWide-ImageRight\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaContent\">The interactive NaviPlan client portal expedites the onboarding process through its eFact Finder and also improves ongoing client engagement through its &#8220;explore your options&#8221; feature. Advisors can now spend less time on administrative tasks and can focus on tasks that increase revenue for the firm \u2014 all while clients access their plan data in a quick, secure, engaging manner.<\/div><\/div><\/section><p><a class=\"js-pageNavAnchor\" name=\"ClientPortalAccountAggregation\"><\/a><\/p><section class=\"AD-v-HasPadding AD-m-CtaWide-ImageLeft\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaImage\">\u00a0<\/div><\/div><\/section>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b8c38e7 elementor-widget-tablet__width-initial elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"b8c38e7\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"477\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-eFact-Finder-768x477.png\" class=\"attachment-medium_large size-medium_large wp-image-6682\" alt=\"NaviPlan Client Portal eFact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-eFact-Finder-768x477.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-eFact-Finder-300x186.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-eFact-Finder-1024x636.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-eFact-Finder.png 1522w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6b4eac9 e-flex e-con-boxed e-con e-parent\" data-id=\"6b4eac9\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a521006 elementor-widget-tablet__width-initial elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"a521006\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"382\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation2-768x382.png\" class=\"attachment-medium_large size-medium_large wp-image-6683\" alt=\"NaviPlan Client Portal Account Aggregation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation2-768x382.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation2-300x149.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation2-1024x510.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation2-1536x764.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation2.png 1899w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-57c2ec7 e-con-full e-flex e-con e-child\" data-id=\"57c2ec7\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8a6a776 elementor-widget elementor-widget-heading\" data-id=\"8a6a776\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Uncover more assets with account aggregation<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7a4f274 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"7a4f274\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eedebc3 elementor-widget elementor-widget-text-editor\" data-id=\"eedebc3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"AD-v-HasPadding AD-m-CtaWide-ImageRight\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaContent\">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.<\/div><\/div><\/section><p><a class=\"js-pageNavAnchor\" name=\"ClientPortalAccountAggregation\"><\/a><\/p><section class=\"AD-v-HasPadding AD-m-CtaWide-ImageLeft\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaImage\">\u00a0<\/div><\/div><\/section>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5764c58 elementor-tablet-align-center elementor-widget elementor-widget-button\" data-id=\"5764c58\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/naviplan-integrations\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More About NaviPlan Integrations<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Engage with clients through account aggregation and collaborative fact finding. The NaviPlan client portal seamlessly and proactively connects advisors to their clients throughout the client journey with 24\/7 accessibility and analytics.<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","footnotes":""},"class_list":["post-6137","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.7 (Yoast SEO v23.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>NaviPlan Client Portal - InvestCloud<\/title>\n<meta name=\"description\" content=\"Engage with clients through account aggregation and collaborative fact finding. The NaviPlan client portal seamlessly and proactively connects advisors to their clients throughout the client journey with 24\/7 accessibility and analytics.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/invest-cloud.co\/naviplan-client-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"NaviPlan Client Portal\" \/>\n<meta property=\"og:description\" content=\"Engage with clients through account aggregation and collaborative fact finding. 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