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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.

- Sun Life Financial NaviPlan user

How can we help you strengthen your foundation for success?

Financial Planning Calculators

NaviPlan’s calculators cover retirement planning, life insurance needs, detailed tax analysis and over 30 other categories.

Investment Strategy Analysis

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.

Savings Plan Solutions

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.

Join us at the Advicent Innovation Summit in Toronto!

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.

Advicent Solutions

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.

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NaviPlan Financial Planning Tool

Plan for success with the NaviPlan® financial planning tool:

  • Advisors can provide the right level of planning and goal assessment for each client, from single goal-based assessments for retirement or education saving to complex financial situations such as advanced tax and estate planning.
  • Produce concise, professional reports using our next-generation reporting. Clients will be driven to action by seeing graphs, comparisons and charts that help them understand their overall financial well-being.
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Financial Services Thought Leadership

Stay up-to-date on the latest industry trends:

  • Advicent’s Take Action webinars offer FREE professional presentations on a wide variety of topics, from retirement planning strategies to streamlining advisor workflows.
  • Our latest blogs, articles and white papers are written by industry experts. Check out their fresh perspective on what’s trending in the financial services industry.
  • Follow us on social media for real-time updates on industry news, legislation and, of course, our software.

FREE Take Action Webinars

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.

Latest Press Release

NaviPlan® Update Introduces Progress Planning and Enhanced Reporting

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:

  • Progress Planning: Formerly known as Update Plan, this feature has been renamed to Progress Plan and has been re-engineered to improve the user experience. Add multiple Progress Plans to illustrate how your clients are moving closer to their goals.
  • New Functionality: User interface changes have been made to improve the advisor’s user experience.
  • New Reports and Enhancements: New reports and pages have been added and advisors now have the ability to add multiple PDFs from their own library into their Next-Gen reports. Advisor’s also have the ability to label and nest different sections of the report templates to increase the flexibility and customization of the reports they give to their clients.
For more information on NaviPlan®, or to learn more about Advicent’s financial planning and marketing communications solutions, please contact an Advicent representative at About Advicent Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Advicent’s products include the NaviPlan®, Profiles™ and Figlo™ financial planning tools, the Advisor Briefcase® marketing tool and the Narrator™ application builder. Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. © 2015 Advicent Solutions. All rights reserved.

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