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This is not just a financial planning tool – it is a mechanism to achieve strategic alignment to our goals and objectives. It’s about changing the culture of how we do business.

- Sun Life Financial NaviPlan user

How can we help you strengthen your foundation for success?

Financial Planning Tools

From the market-leading cash flow engine to detailed tax analysis and estate planning, we’ve got you covered with NaviPlan® and Profiles™, both available in our NaviPro® financial planning suite.

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Goal Assessment Tools

Build goals-based assessments to meet your clients’ specific financial needs from education to retirement—then present those goals using our professionally designed templates and reports.

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Marketing Communication Tools

Advisor Briefcase® helps you provide a premium client experience by increasing the amount of valued client interactions using tailored campaigns, ultimately increasing your ROI and retention over time.

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Advicent Solutions

At Advicent, we develop, implement and provide ongoing support for our innovative financial software solutions with the goal of helping financial advisors and financial planners strengthen their foundation for success. Learn more about how Advicent Solutions can transform your practice by reading about our products below, calling 855.890.5900 or requesting a sales demo.

our products

Advisor Briefcase®

Put strategy behind staying in touch with Advicent’s marketing communications tool, Advisor Briefcase®:

  • 500-plus pieces of client-facing material branded for your practice, with resources added and updated continually.
  • Advicent’s implementation team will personally help you set distribution calendars and client groups, allowing you to create and send targeted client campaigns with the click of a button.
  • Built-in mobile capability lets you immediately follow up with clients by sending content on the go.
our company

NaviPro® Financial Planning Suite

(including NaviPlan® and Profiles™)

Plan for success with the NaviPro® financial planning suite:

  • Access to both NaviPlan® and Profiles™ enables advisors to provide the right level of service for each client, from single goals-based assessments for retirement or education saving to complex financial situations like advanced tax and estate planning.
  • Next-generation reporting lets advisors produce concise, professional reports that help clients better understand their overall financial well-being through graphs, charts and comparisons.

Our Free Take Action Webinars

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Morningstar’s Investment Outlook and Asset Allocation Expansion – CFP CE Credit

Wednesday, April 16, 2014 1:00 pm CST

With the recent launch of the expanded Naviplan asset allocation, Morningstar/Ibbotson will provide a brief update on current economic conditions and provide an outlook as to how the current environment may drive markets moving forward. Additionally, we will discuss our philosophy around creating capital market assumptions and take a peak beneath the surface of our methodology. Lastly, we will explore the new asset class models and the thought process behind their creation. We will highlight the additional asset classes included in the Naviplan tool and their purpose within the models.

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Beyond the newsletter: Enhancing the client experience with effective email communications

Tuesday, April 22, 2014 12:00 pm CST

You use email every day to communicate with clients, but are you using it effectively? Join Stacy Stevens, Director of Financial Content, and Jeremy Miller, CFP, to examine how to maximize the use of email communications to boost client satisfaction and drive referrals.

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Advicent Product Integrations

*Note - Integrations with Schwab Intelligent Technologies™ and TD Ameritrade Institutional are coming soon!

Latest Press Release

Updates to Advicent’s NaviPlan® Help Advisors Deliver Simple Reports and a Better Client Experience

March 31, 2014

Milwaukee, WI – March 31, 2014 Today, Advicent announced enhancements to its NaviPlan® financial planning application*, focused on helping advisors clearly and simply present financial goals and gaps for each client at every level of the planning process. “The world of financial planning today is vast and complex, but clients are usually focused on just a few basic needs, such as ‘Am I going to retire comfortably?’” says Andrew Stevens, NaviPlan Product Director at Advicent. NaviPlan’s Next-Gen reports are built to help advisors take complex strategies, filter out the noise and present what actually matters to each individual client. “With drag & drop report re-ordering, custom content upload and user-defined report templates advisors have more freedom with what they present, and how they present it - ultimately allowing them to deliver a better client experience.” With the latest updates to NaviPlan® advisors can: Present the most engaging, yet simple client plans with 80+ Next-Gen client reports (see sample here). Personalize client reports with the new Custom Content Upload feature. Highlight what’s important with Drag & Drop Report Re-ordering. Easily generate portfolios targeted at each client’s specific needs with an expanded Ibbotson asset allocation. Model irregular cash flows more efficiently with Semi-Regular Expenses. Quickly and easily reset forgotten passwords with the new User-Driven Password Reset. See the full list of the latest NaviPlan features here >> For more information on NaviPlan® or to learn more about Advicent’s financial planning and marketing communications solutions, please contact jenny.schroeder@advicentsolutions.com. *The NaviPlan® financial planning application is part of the NaviPro® financial planning suite. About Advicent Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. The company’s products include web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial…

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