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Advicent selects the MX financial data platform

September 10, 2020|0 min read
ThinkAdvisor
Originally Published on September 10, 2020
Advicent selected the MX financial data platform to enhance account aggregation capabilities in Advicent’s NaviPlan client portal, the companies said recently.
“Advicent’s integration with MX will provide NaviPlan client portal users with the ability to aggregate their own accounts, along with notable enhancements”
Read the full article at:
https://www.thinkadvisor.com/2020/09/10/ria-in-a-box-added-to-sei-wealth-tech-roundup/