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.
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.Learn More
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.Learn More
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.Learn More
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.
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Risk management can often serve as the foundation of financial planning, as the impact of a premature death or other unforeseen event can be devastating. However, just as excessive fees can slow the growth of an investment portfolio, excessive insurance costs can significantly impact a financial plan. In this session, we’ll discuss how advisors can approach risk management from a fiduciary perspective by assessing exposure, analyzing impact and preparing a recommendation.
January 20, 2015
Milwaukee, WI Time management is a major obstacle for many advisors—in fact, in a recent survey by FPA, 31% of advisors said dealing with administrative requirements was a threat to effective time management. Today, Advicent Solutions announces two new integrations with Schwab Intelligent Technologies™ to help independent advisors manage financial planning tasks. The first Schwab OpenView Gateway™ integration is between the NaviPlan® financial planning application and Schwab PortfolioCenter Hosted™. This new integration will allow advisors to seamlessly pass consolidated account and holdings information from Schwab PortfolioCenter Hosted™ to the NaviPlan® financial planning application. This integration is in addition to the integration announced in May between NaviPlan® and Schwab Advisor Center®. The second integration is between the Profiles™ financial planning software and Schwab Advisor Center®. This…Read More