Deliver digital planning experiences that lead to action-oriented results. Leverage industry-leading NaviPlan APIs to build fully customized self-directed planning experiences for clients and prospective clients alike.
Made possible with NaviPlan APIs, institutions can deliver self-directed planning experiences to engage with new prospects, service orphaned clients, and provide actionable advice.
Easy client inputs
Intelligent goal creation
Create digital engagements with gamified data entry for clients and prospects alike. Users are guided through an easy-to-understand online goal assessment.
Backed by the industry-leading NaviPlan calculation engine, goal identification and results are verified quickly with minimal data entry. Users can identify and prioritize what is important to their family in real-time.
Users can connect their accounts from virtually any financial institution. These are aggregated in real-time to create a more comprehensive financial picture. NaviPlan APIs can be utilized to integrate with any desired account aggregation provider.
Users are presented with interactive, easy-to-understand goal results. Users are then encouraged to take action in connection with your advice.
Watch as Advicent CTO John Heinen and VP of financial planning Tom Burmeister demo self-directed planning and the capabilities of 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.
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.
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 with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.