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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, 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 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

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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Building the Foundation for New User Success

Whether you are a brand new user or it has been several months since your last plan, establishing best practices will build the foundation for your success moving forward in NaviPlan. The training and implementation process educates users on the basics of NaviPlan, but this session is designed to take these basic principles and empower users to generate ROI as soon as they start using the tool. In this session we’ll discuss a variety of strategies using the Calculators, Financial Assessment and Level 1 plan to empower advisors to meet the needs of each unique client.

Wednesday, July 23, 2014 1:00 pm CST

Thursday, July 24, 2014 1:00 pm CST

Retirement Distribution Strategies – CFP CE Credit

Wednesday, August 6, 2014 1:00 pm CST

As demographics shift and client expectations change, advisors have responded by developing an expertise in order to help clients not only make it to retirement but through retirement.  There are many articles that discuss the optimal distribution strategy, but adopting the most suitable strategy based on the client’s unique circumstances is more complex than following a general rule.  This session will discuss several common strategies and how you can leverage these ideas to help your clients not only get to retirement but through retirement.

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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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