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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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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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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 Makes Online Lead Gen Easier for Financial Representatives

October 20, 2014

Milwaukee, WI – October 20, 2014 The internet has fundamentally changed how consumers research and make major decisions. In fact, Americans now report that the internet is as influential overall as family and friends when it comes to making major purchasing decisions (Fleishman Hillard, 2012). For the many financial advisors used to generating new business through word-of-mouth referrals, this shift could cause both financial and compliance headaches. With the latest updates to the Profiles™ tool, Advicent Solutions, Milwaukee-based SaaS technology solutions provider, hopes to bring traditional advisors into the modern financial conversation while ensuring that they are doing so in a compliant manner. “Online prospecting is still somewhat of an unknown for many advisors, which, to some extent, is due to a lack of clarity…

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