Advicent

Advicent Solutions provides financial advisors, financial planners and wealth managers the industry’s most comprehensive and flexible financial planning and goal-based assessment software solutions, NaviPlan® and Profiles™with the goal of supporting financial advisors, financial planners and wealth managers to strengthen their foundation for success and stay ahead of industry best practices while maximizing their return-on-investment in our products.  Advicent also enables advisors, planners and wealth managers to provide a better client experience and increase referrals with our marketing communications tool, Advisor Briefcase®. Learn more about how Advicent Solutions can help you transform your practice by calling 855.890.5900