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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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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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Strategies to Maximize Year-end Planning – CFP CE Credit

Wednesday, November 12, 2014 1:00 pm CST

In the hustle and bustle of the holiday season, don’t let your clients lose track of the important financial milestones tied to the end of the 2014 calendar year. Year-end planning is a great way for advisors to prove their value and expertise, as well as an opportunity to revisit and update your clients’ financial plans. In this session, we’ll discuss the importance of required minimum distributions, portfolio reallocation, maximizing retirement contributions, year-end gifting and annual insurance reviews, as well as other year-end concerns for your clients.

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Advicent Product Integrations

Latest Press Release

Advicent Solutions Acquires Figlo

September 23, 2014

Sophisticated Planning Meets Unique Client Interaction Milwaukee, WI – September 23, 2014 In a deal that will further cement its position as the leading provider of financial consultancy and planning software solutions for banks, insurers and financial consultants, Advicent Solutions announced today its acquisition of Figlo. Based in the Netherlands, Figlo develops and delivers interactive software to increase real-time communication and collaboration between financial advisors and their clients. The acquisition expands Advicent’s presence into new global markets and enhances its NaviPlan® and Profiles™ products with interactive, client facing modules, and positions the company to pioneer the future of financial planning. “Technology is improving how clients receive financial advice and increasing the value they expect from their advisors,” said Phil Cunningham, CEO of Advicent Solutions, a…

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