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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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Risk Management from a Fiduciary Perspective – CFP CE Credit

Wednesday, December 3, 2014 1:00 pm CST

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.

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Advicent Product Integrations

Latest Press Release

Advicent Launches Two New Integrations for Schwab Intelligent Technologies™

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…

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