Self-directed planning

Deliver digital planning experiences that lead to action-oriented results. Leverage industry-leading NaviPlan APIs to build fully customized self-directed planning experiences for clients and prospective clients alike.

Digitally engage prospects and clients alike

Overview

Made possible with NaviPlan APIs, institutions can deliver self-directed planning experiences to engage with new prospects, service orphaned clients, and provide actionable advice.





See self-directed planning in action

Watch as Advicent CTO John Heinen and VP of financial planning Tom Burmeister demo self-directed planning and the capabilities of NaviPlan APIs.

NaviPlan APIs

NaviPlan APIs

The financial planning APIs offered by Advicent enable firms to deliver custom applications that acquire and educate clients, deepen relationships, and improve efficiency. This is made possible by providing a fully customizable, integrated, and differentiated experience. Applications created with our APIs give clients access to information and tools, such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.

Learn more about NaviPlan APIs


Data security and compliance

Your client data is your most important asset — accept nothing less than the best protection for it.

Advicent is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that Advicent has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.



Partner Experience Program

Our team wins when your team wins

Our Partner Experience Program is committed to the ongoing success of every Advicent partner. We understand that our software is only as valuable as the return on investment that it provides. Our team of partner experience managers are here to ensure that your organization is getting the most out of your Advicent software.

Visit our Partner Experience Program page to learn more.

Integrations

Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our Quovo Custodial Feed integration enables users to connect their experience to a wide range of custodial businesses. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.

Strategic partners  |  Integrations