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Advicent

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7 reviews
  • 1 profiles
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Average star rating
4.0
Serving customers since
1969
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Verified User in Financial Services
UF
Verified User in Financial Services
12/15/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

NaviPlan used in Financial Services

Simple interface yet a lot of detail you can add-in. You can be very simple with the tool or go super detailed, depending on your client's circumstances.
Joel S.
JS
Joel S.
09/25/2020
Validated Reviewer
Review source: Organic

Decent Financial Planning Software

It is a very powerful financial planning software tool that provides a lot of great information and reports that can be reviewed and analyzed to ensure clients are able to achieve their financial goals and dreams.
Samantha F.
SF
Samantha F.
Executive Assistant/Office Manager
09/27/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Detailed Planning Software

I've been using Naviplan for about 6 years now and it has come a long way. It is an incredibly in depth financial planning tool that has an abundance of tools and reports including Monte Carlo. It includes up to date tax information based on your location. Investment account can be entered individually with separate rates of return and it will show the possible affects of re-balancing and re-investment strategies. Naviplan shows Side by side financial comparisons between strategies so clients can see the benefits or downfalls of each. It can be used for any client although we tend to use it for only high net worth clients.

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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