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.
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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 16, 2015
Company expands leadership team and aligns organization for future growth Milwaukee, WI - April 16, 2015 Advicent Solutions, the leading provider of SaaS technology solutions for the financial services industry, announced the promotion of Matthew Field to Chief Technology Officer. Matthew Field will be responsible for the full product suite at Advicent, including the new Narrator™ application builder and soon to be launched Figlo™ interactive planning tool. He will report to Advicent’s CEO, Phil Cunningham. Phil Cunningham, CEO of Advicent said: "For almost half of a decade Matthew has shown strong dedication to Advicent, its products and its customers. During these years he contributed to the success of Advicent in managing both the NaviPlan® and Profiles™ tools. With the Figlo acquisition in 2014, Matthew played…Read More