Milwaukee-based Advicent has announced that it is making the client portal in its Naviplan financial planning platform free to all financial advisors through December 2021.
The client portal will be free to current Naviplan subscribers, as well as prospective customers.
"While advisors and their clients are subject to travel restrictions and shelter-in-place orders, the NaviPlan client portal can facilitate virtual meetings which are essential to protecting, and improving, clients' financial futures," said Angela Pecoraro, Chief Executive Officer of Advicent, in released comments.
The move is intended ease advisors’ communications with clients during the COVID-19 outbreak of coronavirus.
The Naviplan client portal contains features such as account aggregation, electronic fact finding and advisor view technology.
During the coronavirus crisis, Advicent is also providing free, unlimited access to the advisor marketing materials , including over 500 pieces of content marketing like infographics and articles, typically made available to NaviPlan users in its Advisor Briefcase feature.