How to Connect Perplexity to Your NFP Account Using Truthifi

Searching for "Perplexity NFP"? You're in the right place. NFP is an insurance brokerage, wealth-management, and advisor network with more than 7,000 employees — now an Aon company since April 2024, acquired for approximately $13.4 billion. Founded in 1998 and headquartered in New York, NFP advisors serve individuals and businesses across wealth and advisory accounts, brokerage accounts, retirement plan accounts, managed accounts, and insurance and benefits products. Getting real-time context around your NFP accounts has historically required manual work.

Truthifi changes that. With a Perplexity NFP connection using Truthifi, Perplexity can pull your live NFP account balances, holdings, and transaction data — and then combine them with real-time web research and citations. Truthifi normalizes your NFP data on connection, fills aggregator gaps from the Yodlee feed, and stitches multi-account history into one clean timeline. The MCP connector is read-only, never stores your NFP credentials, and cannot move money, place trades, or alter any account setting.

This guide walks you through setup (about 5 minutes), explains what Truthifi allows and blocks with your NFP data, and shows the kinds of research-heavy questions Perplexity handles especially well on wealth and insurance advisor network accounts.

2. What You Need

• Active NFP account, accessed through your NFP advisor's client portal with online access enabled

• Perplexity Pro plan ($20/mo) — required for MCP connector support

• MFA (multi-factor authentication) enabled on your NFP portal login

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Comparing options? See /connect/chatgpt-nfp

3. How to Connect Perplexity to Your NFP Account

Ready to connect Perplexity to financial accounts? Here's how to link Perplexity to your NFP profile using Truthifi.

1. Open Settings in Perplexity. Go to perplexity.ai. Click your profile → Settings → Connectors.

2. Add the Truthifi connector. Choose Add custom connector. Enter Name: Truthifi, MCP URL: https://api.truthifi.com/mcp. Click Connect.

3. Authorize your NFP accounts. Perplexity redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, choose NFP from the institution list, complete the Yodlee aggregator handoff using your NFP portal credentials plus MFA, and select which accounts (wealth/advisory, brokerage, retirement plan, managed accounts, insurance and benefits) to share with Perplexity.

4. Use the Truthifi tool in research mode. In a new query, select Truthifi from the connectors menu. Perplexity will use your live NFP data as part of its research answer, alongside web sources.

5. Verify the connection. Ask: "Using my actual NFP account balances, research how NFP's services compare to other wealth and insurance advisor networks today." If Perplexity responds with your real figures plus cited sources, you're live.

[Connect Perplexity to NFP →]

Your NFP account is now linked to Perplexity for research-grade, citation-backed wealth and advisory account analysis.

4. Example Prompts for Perplexity

• Aon Acquisition Research — "Pull my NFP account summary. Research the Aon acquisition of NFP (April 2024) — integration progress, service changes, advisor reaction, and any regulatory filings. Tell me what it means for my accounts and cite the sources."

• Advisory Fee Benchmark with Citations — "Using my actual NFP advisory fee rates, research current fee benchmarks for wealth management and insurance advisor networks in 2026. Tell me whether my fees are in line with the market and cite each source."

• Retirement Plan Rules Research — "Pull my NFP retirement plan account balances and contribution data. Research 2026 contribution limits, employer match rules, required minimum distribution rules, and Roth conversion strategies. Tell me what applies to my situation and cite the IRS and regulatory sources."

• Insurance Market Research — "Using any insurance products visible in my NFP accounts, research current market rates and regulatory developments for the relevant product types (term life, annuity, group benefits) in 2026. Tell me whether my products are competitively positioned and cite the sources."

• Aon and NFP Regulatory Developments — "Research recent SEC, FINRA, or state insurance department announcements affecting NFP or Aon's wealth and insurance advisory businesses. Combine that with my account summary and tell me if anything warrants attention. Cite the regulatory sources."

• Wealth Advisory Market Context — "Pull my NFP account totals. Research how insurance and wealth advisor networks (like NFP) compare to fee-only RIAs and wirehouse wealth managers in terms of fee structures, product breadth, and fiduciary status in 2026. Give me a grounded comparison with citations."

• Employee Benefits Research — "Research the current landscape for employer-sponsored benefits and group insurance in 2026 — regulatory changes, market pricing trends, and what employees typically get from networks like NFP. Combine with any benefits products visible in my accounts. Cite the sources."

• Retirement Readiness Research — "Using my NFP retirement plan balances and contribution data, research current research on retirement readiness benchmarks — how much the average person my age has saved, what financial planners recommend, and what gaps look like at various income levels. Cite the sources and tell me where I stand."

5. Why Truthifi?

5.1. Security

Your NFP portal username and password never touch Truthifi's servers. Authentication occurs through NFP's aggregator partner (Yodlee), creating a read-only, protocol-enforced connection secured with AES-256 encryption. Perplexity receives only scoped data tokens, never your NFP credentials. You maintain complete control and can revoke access anytime from your NFP portal or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from NFP or any institution. You decide which specific NFP accounts Perplexity can access. Data is not sold to third parties, and connecting Perplexity does not grant access to any other AI you have connected through Truthifi.

5.3. Audit Trail

Every MCP data request is logged. When Perplexity pulls NFP data into a research answer, the timestamp and specific fields accessed are recorded in your Truthifi dashboard. You can see exactly what data was used to ground each answer — which pairs naturally with the citations Perplexity shows for web sources.

5.4. Data Quality

When NFP delivers raw account data through its aggregator partner (Yodlee), security strings, product labels, and account categories can be inconsistent across a large, multi-product advisor network. Truthifi rebuilds that history from the aggregation source, normalizes security and ticker names, and resolves timing mismatches — so Perplexity's research answers are grounded in clean data.

6. About Perplexity

Perplexity is an AI answer engine that combines large language models with real-time web search and built-in citations. The Perplexity Pro plan ($20/mo) is required for custom MCP connectors, including the Truthifi integration.

For NFP specifically, Perplexity shines when your question requires combining your private account data with external research — the Aon acquisition, advisory fee benchmarks, retirement plan rules, insurance product market rates, FINRA and SEC regulatory developments, or broader wealth advisory market context. Perplexity will pull your live NFP figures from Truthifi and cite the public sources it used to compare or contextualize them. If you want wealth and advisory account analysis with sources you can click through, Perplexity is a strong fit.

7. About NFP

NFP is an insurance brokerage, wealth-management, and advisor network headquartered in New York, New York. Founded in 1998, NFP serves individuals and businesses through more than 7,000 employees. On April 25, 2024, NFP was acquired by Aon plc for approximately $13.4 billion, and now operates as "NFP, an Aon company." NFP advisors offer a broad range of services including wealth and investment advisory, brokerage, retirement planning, insurance, and employee benefits.

Clients and advisors access accounts through the NFP advisor and client portal. Third-party read-only access to balances and holdings is brokered through Yodlee.

• Headquarters: New York, NY

• Founded: 1998

• Parent: Aon plc (acquired April 25, 2024 for approximately $13.4 billion)

• Scale: More than 7,000 employees

• Authentication: Username/password + MFA via NFP advisor/client portal

• Data aggregator: Yodlee

• Supported account types: Wealth/advisory accounts, brokerage accounts, retirement plan accounts, insurance and benefits products, managed accounts

NFP website →

8. Frequently Asked Questions

Is it safe to connect my NFP account using Truthifi?

Yes. Your NFP login happens on NFP's own authentication flow through the Yodlee aggregator handoff. Your username, password, and MFA codes never pass through Truthifi's servers. Perplexity receives only a scoped, read-only data token — it cannot move money, place trades, or alter any NFP account setting. Every data request is logged, and you can revoke access at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

Is this for advisors or clients?

Both. NFP serves independent financial advisors and the individuals and businesses whose accounts are managed through NFP. Perplexity is particularly useful for clients and advisors who want real-time market and regulatory context alongside their account data.

What can Truthifi actually do with my NFP data?

Truthifi pulls account balances, holdings, transaction history, and account metadata from your NFP accounts and makes them available to Perplexity through a read-only MCP connector. Perplexity combines your private NFP data with real-time web research and citations. It cannot transfer money, place trades, or change anything on the NFP side.

Do I need a paid Perplexity plan to use this?

Yes. Custom MCP connectors require a Perplexity Pro subscription ($20/mo). Free Perplexity accounts cannot add custom connectors.

Where is my NFP data stored?

Your account data is fetched on demand from NFP's aggregator feed via Truthifi, used during the active Perplexity query, and not retained between sessions. Truthifi caches a normalized history so Perplexity has consistent context, but you can clear it at any time.

How do I disconnect Perplexity from Truthifi?

Open Settings → Connectors → find Truthifi → Disconnect. You can also revoke access from your NFP portal, or remove the institution from your Truthifi dashboard.

How does Truthifi compare to other options for NFP?

What about my financial advisor?

Your NFP advisor manages your portfolio, insurance, and benefits planning. Perplexity, with read-only NFP data using Truthifi, helps you understand your accounts in the context of current market and regulatory conditions. It does not replace your advisor's judgment or licensure.

What NFP account types does Truthifi support?

Truthifi supports NFP wealth/advisory accounts, brokerage accounts, retirement plan accounts, managed accounts, and insurance and benefits products where they appear in the Yodlee aggregator feed.

Can Perplexity help me research the Aon acquisition and its impact on my NFP accounts?

Yes. Perplexity can combine your NFP account summary with real-time research on the Aon acquisition — integration news, service changes, regulatory filings, advisor reactions — and cite the sources. For specific questions about how the acquisition affects your accounts, consult your NFP advisor directly.

How is this different from logging into the NFP portal directly?

The NFP portal gives you account-level reporting. Perplexity + Truthifi adds real-time research and citations, so you can ask questions like "how do my retirement plan options compare to what's available elsewhere?" and get a grounded, cited answer.

Can Perplexity place trades or rebalance my NFP accounts?

No. All transactions happen through your advisor on the NFP platform.

Can I connect both Perplexity and Claude to my NFP account?

Yes. Each AI connection using Truthifi is independent. You control which accounts each AI can see, and you can revoke either connection without affecting the other.

Does this replace the NFP portal?

No. The NFP portal remains the system of record. Perplexity + Truthifi is for research and context.

Who can see my NFP data?

Only you, and only Perplexity during an active query where you have enabled the Truthifi connector. Truthifi does not sell data and does not share your data with advertisers.

Subject to Perplexity privacy policy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like Perplexity talk to external data sources through a structured, read-only interface. When you connect Perplexity to NFP using Truthifi, you are using an MCP connector — infrastructure that translates Perplexity's queries into safe, scoped MCP API calls against your live NFP data.

Truthifi runs MCP servers for finance: MCP banking, MCP investment, MCP brokerage, and MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For NFP specifically, the MCP investment integration covers wealth/advisory, brokerage, retirement plan, managed account, and insurance and benefits accounts across the NFP (Aon) advisor network.

For developers and power users, Truthifi exposes its MCP API for custom integration work — routing NFP data into dashboards or other MCP-aware clients.

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• 🤖 AI Financial Advisors — AI wealth management and AI financial planning.

• 🌐 AI in Finance: The Big Picture — Generative AI finance and AI applications in financial services.

• ChatGPT + NFP guide

• Claude + NFP guide

• Grok + NFP guide

• OpenClaw + NFP guide

Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform and is not affiliated with NFP or Aon plc. This guide reflects current product functionality as of June 2026.

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Title: Perplexity NFP — Connect Using Truthifi | AI Research for Wealth and Insurance Advisory Accounts Meta Description: Connect Perplexity to your NFP account using Truthifi. Live holdings plus cited research on Aon acquisition, retirement plans, insurance. Setup takes 5 minutes. H1: How to Connect Perplexity to Your NFP Account Using Truthifi Canonical URL: https://truthifi.com/connect/perplexity-nfp