This is not just a financial planning tool – it is a mechanism to achieve strategic alignment to our goals and objectives. It’s about changing the culture of how we do business.
NaviPlan’s calculators cover retirement planning, life insurance needs, detailed tax analysis and over 30 other categories.
Investment portfolios and asset allocation are quick and easy in NaviPlan®, with Ibbotson’s pre-defined asset classes and the latest information on Canadian markets.
From RRSPs and bucketing strategies for retirement savings to RESP and TFSA advantages for education, NaviPlan’s precise cash flow projections have got you covered.
We are happy to announce Advicent's upcoming Innovation Summit taking place August 24th and 25th in Toronto. Join us as we explore how to maintain relevancy through modern digital delivery channels that your prospects and customers have come to expect.
At Advicent, we develop, implement and provide ongoing support for our innovative financial software solutions with the goal of helping financial advisors and financial planners strengthen their foundation for success. Learn more about how Advicent Solutions can transform your practice below or by calling (855) 885-7526 or requesting a demo or free two-week trial.
Plan for success with the NaviPlan® financial planning tool:
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Our Take Action and Product Overview webinars provide you with overviews of the functionalities of the Advicent products and further insight into the specific features within each tool, giving you the opportunity to learn new skills and strategies to drive success with our industry-leading solutions.
July 27, 2015
Milwaukee, WI - July 27, 2015 Advicent, the leading provider of SaaS technology solutions for the financial services industry, announced the latest additions to the NaviPlan® financial planning tool today, including progress planning, new functionality and improved reporting features. These NaviPlan® updates allow for more flexibility and insight to further illustrate how clients move closer to their goals as their situations change. Other updates have been made to improve reporting functionality and to give more investing options. Jennifer Priestley, Product Director for NaviPlan®, commented on the release, saying, “These changes will allow advisors to further accommodate differing client needs. Advisors will now have the ability to add PDFs from their own library into their reporting and label and nest sections of the report. This will make it easier for them to customize the advice they are giving to each client to meet their needs.” The latest updates to the NaviPlan® financial planning tool include: