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.
November 20, 2014
Milwaukee, WI – November 20, 2014 Advicent Solutions, Milwaukee-based SaaS technology solutions provider for the financial services industry, announced today that their NaviPlan® and Profiles™ financial planning applications received a “best in class” ranking for enterprise support in the annual Financial Planning Technology Assessment by CEB TowerGroup analysts. The best in class rating was determined by ranking companies on several attributes, including training requirements, vendor collaboration, technology innovation and product maturity. “We found the ability of advisors to find clients online and pre-qualify prospects with the lead generation tools to differentiate NaviPlan and Profiles from other solutions in the marketplace,” said CEB TowerGroup director Darrin Courtney. In addition to their already best-in-class enterprise support, Advicent is looking to progress more swiftly toward creating comprehensive planning…Read More