CALL TODAY: 855.890.5900

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, produce the best client plans and reports with our industry-leading financial planning software.

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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

A Better Client Experience

Put strategy behind staying in touch with the Advisor Briefcase® marketing communications tool

  • 600-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

The Right Tool for Every Client

Deliver the most precise plan for each client's needs

  • Whether it's the NaviPlan® financial planning tool or Profiles™ financial planning software - We help you find which tool is best for you and your clients.
  • Involve and engage clients in annual meetings with pre-built, customizable presentations, reports and more.
  • Reach new clients online, brand your business and pre-qualify prospects with an online retirement calculator that does the prospecting for you.

Our Free Take Action Webinars

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Beyond the Newsletter: Enhancing the Client Experience with Effective Email Marketing Communications

Tuesday, August 26, 2014 11:00 am CST

Client meetings are a valued communication touch point, but staying in touch with email communications is also a proven way to maintain client relationships and build your practice. Join Jeremy Miller, CFP® and market analyst, and Stacy Stevens, director of financial content, to learn how to get the most from your marketing communication efforts, including what effective email looks like and fresh ideas for targeting your communications to enhance the client experience.

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Education Funding: Moving Beyond Basic Strategies – CFP CE Credit

Wednesday, September 10, 2014 1:00 pm CST

With the cost of college increasing at nearly double the rate of inflation, having a strategic, tax-efficient education savings plan is a necessary component to any financial plan. All too often, however, college planning is treated as a simple savings calculation, instead of a coordinated wealth planning strategy. In this session, we’ll discuss numerous overlooked elements to college financial planning. You’ll leave this session with an Action Plan to help you incorporate these strategies into your clients plans.

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Advicent Product Integrations

Latest Press Release

Advicent Adds NaviPlan LEADS™ and Integrations with Morningstar Office℠ and Redtail CRM to the NaviPlan® Tool

July 20, 2014

Milwaukee, WI – July 21, 2014 Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality. Every day, more Americans turn to the Internet and technology for answers to their financial questions, so the need for advisors to quickly adapt their online presence is critical. “Having a branded lead generation tool is a huge differentiator for advisors,” says Andrew Stevens, NaviPlan® product director at Advicent. “It not only makes it easy for new clients to find the information they crave, but also helps advisors position themselves as the financial expert online – turning their website into a lead generation tool that works 24/7 to fill their funnel with…

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