Our latest enhancements include additional account types, client portal updates, improvements to client reports, state tax updates, and various other improvements.
Learn more about how firms can leverage technology to attract, retain, and serve the needs of HNW clients in this recent study from Advicent and WealthManagement.com.
The NaviPlan APIs from Advicent provide the necessary toolkit for integrating our suite of financial planning engines and retrieving data from financial plans to build a range of new user experiences for both clients and advisors.
At Advicent, we know what advisors need and what their clients want. Our financial planning software is designed to help you reach both your goals and your clients' goals.
Learn More– Vice president, wealth planning
The continuing expansion of the integrations offered by Advicent gives advisors the ability to create more plans and grow their business.
Your friends say a lot about you, and we take pride in that. Advicent is proud to partner with industry-leading groups.
Take a look at what’s new and what’s coming up.
