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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.
Email: sales@advicentsolutions.com
Phone: 1-855-890-5900
Web: https://www.advicentsolutions.com/
products
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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.
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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.