The NaviPlan Client Portal
Use these resources to set up your clients with the NaviPlan client portal.
Note: This feature is only available with the client portal. If unavailable, contact Advicent at (855) 885-7526 for more information.
Setting Up Clients 2
Onboarding a client using the Financial Profile fact finder
Topics Covered:
- An overview of the workflow from start to finish of creating a new client using the Financial Profile fact finder.
Setting Up clients with the NaviPlan client portal
Topics Covered:
- How to set up clients with a client portal account
- How to publish final client plans, and send them to your clients
- How to edit client accounts and how to remove access
Managing Financial Profile Fact Finders 1
Sending and Receiving Financial Profile Fact Finders
Topics Covered:
- How to send a Financial Profile to clients
- How to receive and review Financial Profiles
Overview of the Client Portal 3
An overview of the NaviPlan® client portal
Topics Covered:
- A step by step walk through of the client portal.
- How a client can review their net worth, cash flow, and goals using plan data.
An overview of the Financial Profile fact finder
Topics Covered:
- A step by step walk through of the financial profile fact finder.
- How data entry is presented to the client within the financial profile fact finder.
- How a client can review and submit their data to your NaviPlan® system.
Financial Profiles in NaviPlan®: an overview
Topics Covered:
- What to expect when a client submits a Financial Profile fact finder to NaviPlan®.
- How to turn a blank financial profile into a plan.
- A step by step walk through of the financial profile fact finder.