Scenario manager

Create side-by-side scenarios to analyze any hypothetical question or recommendation.

Lead generation and goal discovery: Account aggregration; Collaborative planning; Digital fact finder
Analysis and recommendation: Advanced tax planning; Asset allocation & risk tolerance; Business planning; Cash flow planning; Equity compensation; Estate planning; Goals-based planning; Guided Retirement; Insurance planning; Monte Carlo analysis; Retirement income modeling; Scenario manager
Implementation and monitoring: Client portal; Compliance workflows; Customizable client reports

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 & support page >

Data security and compliance

Your client data is your most important asset — accept nothing less than the best protection for it.

Advicent is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that Advicent has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.

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.

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.

Scenario manager

Side-by-side analysis

Countless scenarios

Latest update | NaviPlan 19.3

Elite training and support

Data security and compliance

Partner Experience Program

Our team wins when your team wins

Integrations

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

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