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.
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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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.
December 17, 2014
Milwaukee, WI - December 17, 2014 According to a recent study by FPA, only 13 percent of advisors feel in complete control of their time. The greatest productivity obstacle for advisors? Trying to do too much. Today, Advicent Solutions and Orion Advisor Services announced a way to help advisors gain some of that productivity back: an integration that allows Orion users to pull data from Orion into the NaviPlan® financial planning tool. With today’s launch of the integration, Orion clients will be able to access real-time data from Orion within NaviPlan®. All Orion users will now be able to directly transfer client demographics, accounts and holdings into the NaviPlan® financial planning software, reducing the amount of time spent on manual data entry. “We are excited…Read More