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.
Put strategy behind staying in touch with the Advisor Briefcase® marketing communications tool
Deliver the most precise plan for each client's needs
Join Advicent Solutions and Morningstar® for a live webinar on how the integration between the NaviPlanSM financial planning tool and Morningstar OfficeSM can make your practice more efficient. Maeve Doonan from Morningstar® and Chris Moser from Advicent will give a brief overview of each tool and demo how the integration works. There will also be time left at the end for Q&A.
April 23, 2015
Company sees customer experience and loyalty as top priority Milwaukee, WI - April 23, 2015 Advicent Solutions, the leading provider of SaaS technology solutions for the financial services industry, announced the promotion of Angela Pecoraro to Chief Operating Officer. Angela will be responsible for global operations and strategy, leveraging her twelve years of Software-as-a-Service (SaaS) experience to drive user adoption and high value ROI for Advicent’s partners. “Angela has a demonstrated track record of exceeding goals and building high performing, motivated teams,” said Phil Cunningham, CEO of Advicent. “She thinks of our customers first, as evident in our near perfect customer retention results and expanded training and ongoing support programs. We’re looking forward to her help in 2015 as we continue to grow the product…Read More