Take the ROI challenge
Invest in the success of your business. See how NaviPlan® can benefit your practice with our return on investment (ROI) calculator.Calculate your ROI
This interactive client portal gives advisors and their clients insight into their personal financial plan anytime, anywhere with transparency and guaranteed security. The Narrator Clients portal seamlessly and proactively connects advisors to their clients throughout the client journey with 24/7 accessibility and analytics to inspire action and communication.Learn more about the client portal
Recently we have started charging fees for our plans. When we were in the market for software we wanted a package that we felt could substantiate a fee in the high net worth market. NaviPlan® allows us to compete at the highest level.
The NaviPlan 16.1 release delivers on a commitment to enrich the client-advisor experience. The introduction of the Narrator® Clients portal combined with enhancements to the "Tracking Your Progress" presentation and client reports enable advisors to more collaboratively update and deliver financial plan information to their client base. New features of NaviPlan 16.1 include:
Read more about the release of NaviPlan 16.1 here or in the NaviPlan 16.1 press release.Read the press release
You know your clients better than we do. Our next-generation reports put you in control of the presentation, featuring:
NaviPlan® is built to produce the most precise plans, no matter what your planning needs are. Its detailed cash flow analysis, regular tax updates and Monte Carlo scenario simulation calculations will keep your clients’ plans up to date and accurate, while its modular and goals-based assessments help you adapt to any needs uncovered in client meetings. Don’t take our word for it – download our NaviPlan® Comparison Document to see what NaviPlan® can do and how your current system compares.Send me the comparison
We’ve partnered with other industry leaders to help you streamline workflows and increase productivity. Integrations with leading technology providers transfer your client data securely, in real time – greatly reducing the likelihood of errors due to manual data entry. Our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.
We save 50% of the time per plan we spend entering account data. If we entered position data in our plans, it would be much more.
Your client data is your most important asset – accept nothing less than the best protection for it. Advicent tools are compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001:2005 Code of Practice for Information Security Management Systems (“ISMS”). This certification verifies that Advicent has successfully implemented an ISMS that provides a solid framework for initiating, implementing, maintaining and managing information security within the organization, including:
You’re focused on your clients and your financial plans, not the latest technology. That’s where our support staff comes in. We’ll get you trained to use our tools the way that best fits your business, but support doesn’t stop with training – we’ll be there to answer questions and teach you best practices for continued success.
We offer 5 interactive online sessions to get you started on the right foot.
We won’t leave you on your own once the implementation process is over. Our Partner Support team at Advicent is here to answer questions and help you problem solve.
We're here to help you execute better. Our experienced team of thought leaders will make sure you know what's changing in the industry and how to adjust your strategies to be even more successful. We offer you: