We build our financial planning solutions with one user in mind: the modern financial advisor. We’re focused on delivering innovative tools that help advisors excel and investors thrive. Learn how Advicent Solutions can transform your business today. Call 888.692.3474 for more info or request a sales demo.
Whether your clients’ needs are simple or sophisticated, our tools provide the resources advisors need to surpass expectations. Detailed tax planning and advanced solutions within the NaviPlan® financial planning application support comprehensive cash flows and estate planning. The Profiles™ financial planning application delivers simple needs assessments paired with interactive presentation modules to illuminate client needs instantly. Further streamline your workflow with FINRA-reviewed reports, pre-set asset allocation and integration with third-party tools*.
*Call 888.692.3474 or email our team for a full listing of current Advicent integrations
While each advisor is unique, growth and retention are universal challenges. Our products help advisors strengthen client relationships and drive referrals using tools that enable them to create relevant financial plans based on precise cash flow engines, provide instant answers with simple needs assessment tools and connect with clients on the go using the most extensive mobile marketing communications tool available, Advisor Briefcase®.
Advicent’s web-enabled products complement any business model and accelerate your progress on the path to success.
Our mission is to provide software planning tools to help those in the financial services industry excel at gaining and retaining clients.