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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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Education Funding: Moving Beyond Basic Strategies – CFP CE Credit

Wednesday, September 10, 2014 1:00 pm CST

With the cost of college increasing at nearly double the rate of inflation, having a strategic, tax-efficient education savings plan is a necessary component to any financial plan. All too often, however, college planning is treated as a simple savings calculation, instead of a coordinated wealth planning strategy. In this session, we’ll discuss numerous overlooked elements to college financial planning. You’ll leave this session with an Action Plan to help you incorporate these strategies into your clients plans.

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Managing Healthcare Risk in Retirement – CFP CE Credit

Wednesday, October 22, 2014 1:00 pm CST

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.

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Advicent Product Integrations

Latest Press Release

Advicent Announces Updated Branding, Compliance, Ease-of-Use Features for Advisor Briefcase®

September 15, 2014

Milwaukee, WI – September 15, 2014 The latest version of the Advisor Briefcase® marketing communications tool was released today from Advicent Solutions, Milwaukee-based SaaS provider for the financial services industry. Updated features of the tool will allow financial advisors to promote their brand in email communications, streamline their process for meeting industry regulatory standards and gain free access to self-serve training resources. The newest version of the Advisor Briefcase® software is available for purchase today but will also be displayed at the Financial Planning Association’s Annual Conference, FPA BE 2014, in Seattle from September 20–22. With the updates to this tool, advisors will find it easier than ever to achieve the communication quality and frequency that their clients have come to expect. However, the newest…

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