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Invest in the success of your business. See how NaviPlan® can benefit your practice with our return on investment (ROI) calculator.Calculate your ROI
Recently we have started charging fees for our plans. When we were in the market for software we wanted a package that we felt could substantiate a fee in the high net worth market. NaviPlan® allows us to compete at the highest level.
From retirement to education to business planning and more, NaviPlan can handle any client planning need you have. Its detailed cash flow analysis, regular tax updates and Monte Carlo scenario simulation calculations will keep your annual reports up to date and accurate, while its variety of planning levels helps you adapt to any needs uncovered in client meetings. Schedule a demo with a product expert today to find out more!Request a Demo
You know your clients better than we do. Our Next Generation Client Reports put you in control of the presentation with:
Accept nothing less than the best protection for your clients’ data. Advicent tools are compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001:2005 Code of Practice for Information Security Management Systems (“ISMS”). This certification verifies that Advicent has successfully implemented an ISMS that provides a solid framework for initiating, implementing, maintaining and managing information security within the organization, including:
You’re focused on your clients and your financial plans, not the latest technology – that’s where our support staff comes in.* We train you to use our tools the way that best fits your business, but support doesn’t stop there – we’re here to answer your questions and teach you new skills throughout your partnership with us.
We offer 5 interactive online sessions, led by experienced trainers.
We won’t leave you on your own once the implementation process is over. Our Partner Support team at Advicent is here to answer questions and help you problem solve.
We're here to help you stay ahead of the latest industry trends. Our expert staff and team of thought leaders will make sure you know what's changing in the industry and how to adjust your strategies to be better than ever. We offer you
*All of our resources are also available in French