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.
Put strategy behind staying in touch with the Advisor Briefcase® marketing communications tool
Deliver the most precise plan for each client's needs
Even with other communication methods popping up, email has never been more important–clients say they want their advisor to communicate with them via email than any other method. This webinar, led by Jeremy Miller, CFP®, will give you fresh ideas to use email more strategically and more effectively, helping you to go beyond the newsletter with client communication.
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.
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…Read More