NaviPlan for enterpriseNaviPlan for enterprise

Powered by its industry-leading calculation engine, NaviPlan offers a wide range of goals-based and cash flow functionality, including comprehensive planning centered on detailed tax analysis, estate planning, and modeling alternative plan scenarios. This robust functionality – coupled with decades of experience in servicing enterprise firms – makes Advicent the planning partner of choice for nine of the top 10 U.S. broker dealers, seven of the top 10 North American banks, and three of the top five global insurance firms.

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A unified process for every advisor

Financial planning driven by process

Presentation Module example

Many home offices for enterprise firms are bogged down with issues pertaining to compliance processes. The ability to limit extra work for both the field agent and the home office is paramount in achieving maximum organizational efficiency.

With the Presentation Module in NaviPlan, the home office can customize and regulate the details of every onboarding and exploratory meeting with both existing clients and prospects.

 

NaviPlan financial planning software

Attract and retain your most valued clients

For many financial professionals, high-net-worth clients are the anchor of their business. Offering these individuals a unique value proposition, however, can be incredibly challenging. This is where Advicent can help your organization.

As the industry-leading financial planning application, NaviPlan can help your firm satisfy the unique scenarios these individuals face, including:

  • Estate planning
  • Detailed tax planning
  • Executive compensation
  • Much more

To learn more about how Advicent technology can help you serve high-net-worth and ultra-high-net-worth clients, click here.

Your story. Your style. Your strategy.

From turnkey client portals to custom API experiences, Advicent is the answer.

NaviPlan client portal 

Explore your options laptop

Advicent technology empowers large firms to connect with clients like never before. Powered by the NaviPlan calculation engine, our client portal can be seamlessly embedded into an array of existing home-office infrastructure – from customizable branding options to single-sign-on integration. Empower your advisors and clients with tools such as account aggregation, the ability to explore planning options, and much more.

To learn more about our client portal, click here.

 

NaviPlan financial planning software

NaviPlan APIs

The financial planning APIs offered by Advicent enable firms to deliver custom applications that acquire and educate clients, deepen relationships, and improve efficiency. This is made possible by providing a fully customizable, integrated, and differentiated experience. Applications created with our APIs give clients access to information and tools, such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.

To learn more about how our API technology can help you deliver an unrivaled client experience, click here.

Change is complicated. Advicent makes it simple.

Partner Experience Program

Our team wins when your team wins

Our Partner Experience Program is committed to the ongoing success of every Advicent partner. We understand that our software is only as valuable as the return on investment that it provides. Our team of partner experience managers are here to ensure that your organization is getting the most out of your Advicent software.

Visit our Partner Experience Program page to learn more.

Integrations

Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our Quovo Custodial Feed integration enables users to connect their experience to a wide range of custodial businesses. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.

Strategic partners  |  Integrations

Data security and compliance

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:

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  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at Advicent, we are committed to your success from implementation and beyond.

We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.

For more information, visit our training page.