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Advicent

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7 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.0
Serving customers since
1969
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Advicent Reviews

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GR
Grace R.
02/07/2023
Validated Reviewer
Review source: Organic

Good software for financial plans

You are able to enter very detailed information including variables like inflation and future dated changes, which creates a very accurate financial plan. It can be quite complex.
Verified User in Financial Services
UF
Verified User in Financial Services
06/17/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Complicated, but Powerful

Naviplan is extremely flexible and can produce a plethora of documents that can illustrate almost anything you need. Using the foundational plan tool to illustrate retirement funding is great.
GG
Grace G.
01/04/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

This software has potential but is not extremely user friendly

It lets you see all of a client's accounts in one place, and calculate potential options for financing. Information on retirement, loans, accounts, bills, income, its all there and able to be utilized for calculating goals.

About

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HQ Location:
Milwaukee, US

Social

@NaviPlan

What is Advicent?

Advicent is a distinguished provider of SaaS technology solutions for the financial services industry, offering comprehensive financial planning and customer management tools. Their solutions are designed to empower financial advisors by providing high-level financial planning capabilities and client engagement tools. Advicent's offerings, accessible from their website at http://advicentsolutions.com, aim to enhance the efficiency, effectiveness, and sophistication of financial advisors’ practices. Their software supports a wide range of functions, from projections and reporting to client portal interfaces, making it a versatile choice for advisors looking to streamline operations and improve client communication and satisfaction.

Details

Year Founded
1969