Advicent: Advicent selects MX to enhance account aggregation capabilities in NaviPlan client portal

MILWAUKEE, Aug. 31, 2020 /PRNewswire/ -- Advicent today announced a strategic relationship with MX, the leading financial data platform enabling organizations to develop, launch, and power new money experiences, to further improve account aggregation and data connectivity for advisors and their clients using the NaviPlan® financial planning platform.Advicent's integration with MX will provide NaviPlan client portal users with the ability to aggregate their own accounts, along with notable enhancements. MX allows financial advisors and their clients to seamlessly import account data from thousands of financial institutions across North America-and easily incorporate that data into plans saved in NaviPlan. Account data imported through MX can also be updated in real time in clients' financial plans, which can be accessed 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," said ...Full story available on Benzinga.com