Advicent's NaviPlan Integration Overview

This topic provides an overview of the Morningstar Office integration with Advicent NaviPlan.

The following topics will be discussed:

• What is Advicent’s NaviPlan?

• Where do I find NaviPlan set-up and support information?

• Which Morningstar Office features integrate with NaviPlan?

• Who should I contact for NaviPlan support questions?

What is Advicent’s Navi Plan?

NaviPlan® is a web-based financial planning tool and a leader in detailed tax planning, advanced solutions, and ultra-high net worth planning.

Where do I find NaviPlan setup instructions and support information?

Existing NaviPlan clients can get access to integration set up information through the NaviPlan learning center under Help and Resources within NaviPlan.

Which Morningstar Features integrate with NaviPlan?

With this integration, advisors who subscribe to NaviPlan will be able to move the following information from Morningstar Office to NaviPlan:

• Client Names

• Account Names

• Account Numbers

• Current Positions

• Position Prices

• Total Market Value

Once setup is complete, this information will update on demand each time a user logs into NaviPlan.

Who should I contact for NaviPlan support questions?

All integration happens in NaviPlan’s user interface. Contact NaviPlan via e-mail for integration support questions: support@advicentsolutions.com.