Advicent (NaviPlan)

Advicent, part of InvestCloud, provides financial planning technology for financial professionals. Their NaviPlan platform offers scalable financial planning tools for advisors at all levels.

Is this your company?

Email: sales@advicentsolutions.com

Phone: 1-855-890-5900

Web: https://www.advicentsolutions.com/

products

• NaviPlan
  Advanced cash flow planning, tax-sensitive retirement strategies, estate planning, Monte Carlo simulations, side-by-side scenario comparisons, client portal, and API integrations with third-party applications.
  
• Narrator Client Portal
  Client portal focused on financial planning with interactive dashboards, scenario analysis, document sharing, and goal tracking. Enables clients to view their financial plans and engage with advisors.