Advicent launches a new partnership with Envestnet

August 07, 2017

Advicent develops NaviPlan® integration abilities with the Envestnet platform

Advicent, a leading provider of SaaS technology solutions for the financial services industry, announced today a new integration with Envestnet, a leading provider of integrated portfolio, practice management, and reporting solutions used by over 55,000 advisors nationwide. The partnership will include the integration between the NaviPlan financial planning software from Advicent and the Envestnet wealth management platform. The launch of this integration will enable users of NaviPlan to pull client demographic, investment account, and investment portfolio data from Envestnet directly into a NaviPlan financial plan. 

“We are thrilled to expand the NaviPlan capabilities and grow our relationship with Envestnet,” said Cory Olson, director of global product management at Advicent. “By integrating the Envestnet platform, we are giving advisors the opportunity to leverage Envestnet data and obtain an even more holistic view of their clients’ financial situations in their NaviPlan financial plans, which increases the quality of advice and can help to further mitigate fiduciary compliance risks.”

The NaviPlan financial planning platform from Advicent allows advisors to adapt to client needs through comprehensive, detailed plans or quick assessments. Firms and advisors can save valuable time and put clients’ minds at ease with high data security and the most in-depth and precise plans in the industry. Users will also benefit from single sign-on access to NaviPlan from the Envestnet Advisor Portal. 

“Our vision is to be the Financial Wellness Network that connects enterprises, advisors, service providers, and clients to enable better financial outcomes through better intelligence,” said Lincoln Ross, EVP, head of product strategy and marketing at Envestnet. “We know that integrated data and technology can turbocharge advisor productivity. Developing relationships with leading FinTech providers like Advicent empowers financial advisors to deliver high-quality, holistic advice.”

To learn more about this and other Advicent integrations, click here.

About Advicent
Advicent is the financial planning technology provider of choice for nearly 100,000 financial professionals within 4,000 clients worldwide, including five of the top seven custodians, 12 of the top 25 broker-dealers, five of the top 10 American banks, and seven of the top 10 insurance firms. Our decades of experience empower Advicent to create scalable technology prepared for regulatory changes (including The Compliance Blueprint); compliance workflow management; fully branded client experiences through industry-leading APIs; and superior cash flow and goal-based calculations. Advicent products are designed to satisfy the needs of every investor and are used in firms of all sizes. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. To learn more, visit or email

About Envestnet
Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides an integrated platform that combines leading practice management technology, research, data aggregation and fiduciary managed account solutions.

More than 55,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information on Envestnet, please visit and follow @ENVintel.