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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.

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Advicent Product Integrations

Latest Press Release

Advicent’s Marc Knaap to appear live on CNBC Africa to discuss Retail Distribution Review

February 25, 2015

The Retail Distribution Review (RDR), a set of rules from the UK's FCA (Financial Conduct Authority) that stipulate how investment advisors are categorized and how they divulge this information to clients, is expected to be one of the biggest shake-ups to hit the financial advice industry in South Africa. RDR lessons from across Europe will be beneficial as South African regulators look to implement new legislation, as the RDR UK experience is expected to mirror the South African experience. Advicent Sales Director of EMEA Marc Knaap will give his expert opinion on this subject during a live interview on the Open Exchange show on CNBC Africa. The interview will be broadcast live at 8:20 AM SAST. With a 25-year track record in the industry, Marc…

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