Through 2021, access the NaviPlan client portal for free

April 1, 2020 by Angela Pecoraro

about the author:

Angela Pecoraro

As chief executive officer, Angela leads the global executive team steering them toward a common mission of delivering state-of-the-art technology to clients of all sizes worldwide. Her personal goal at Advicent is to perfect the customer experience and create extremely satisfied, life-long clients as well as develop a team of first-in-class leaders across the business.

At Advicent, our mission is to enable everyone to understand and impact their financial futures. Given the extraordinary times, it has never been more important to make financial planning safe and accessible to the greater advisor community. With that in mind, Advicent has decided to make the NaviPlan client portal free to all new and current NaviPlan users through December 2021.

While advisors and their clients are subject to travel restrictions and shelter-in-place orders, the NaviPlan client portal can facilitate virtual meetings which are essential to protecting, and improving, clients’ financial futures. The NaviPlan client portal, and our advisor marketing materials, mitigate the impact on advisory practices during these times—and enable investors to fully understand, and act upon, their financial plans in concert with their trusted advisors.

Learn more about the details of the offer below:



Request free client portal access

Sign up for the
Advicent newsletter