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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 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

Tuesday, October 21, 2014 11:00 am CST

Even with other communication methods popping up, email has never been more important–clients say they want their advisor to communicate with them via email than any other method. This webinar, led by Jeremy Miller, CFP®, will give you fresh ideas to use email more strategically and more effectively, helping you to go beyond the newsletter with client communication.

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Managing Healthcare Risk in Retirement – CFP CE Credit

Wednesday, October 22, 2014 1:00 pm CST

Healthcare expenses during retirement make up 13% of all household expenditures for retirees. Even with Medicare benefits, the average retired couple can expect to spend $8,600 per year on out-of-pocket medical expenses. As increasing numbers of baby boomers approach retirement, proper healthcare planning is vital to the overall success of a retirement plan. In this session, we’ll discuss how you can incorporate advanced healthcare planning strategies into your recommendations.

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Advicent Product Integrations

Latest Press Release

Advicent Makes Online Lead Gen Easier for Financial Representatives

October 20, 2014

Milwaukee, WI – October 20, 2014 The internet has fundamentally changed how consumers research and make major decisions. In fact, Americans now report that the internet is as influential overall as family and friends when it comes to making major purchasing decisions (Fleishman Hillard, 2012). For the many financial advisors used to generating new business through word-of-mouth referrals, this shift could cause both financial and compliance headaches. With the latest updates to the Profiles™ tool, Advicent Solutions, Milwaukee-based SaaS technology solutions provider, hopes to bring traditional advisors into the modern financial conversation while ensuring that they are doing so in a compliant manner. “Online prospecting is still somewhat of an unknown for many advisors, which, to some extent, is due to a lack of clarity…

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