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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
CF
Verified User in Financial Services
12/27/2017
Validated Reviewer
Review source: G2 invite
Incentivized Review

Naviplan is better than Asset Map

The depth of the tool in regards to collecting client information

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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