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Focus on Clients with the Industry’s Most Robust Financial Planning Application

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.

- NaviPlan® user
NaviPlan® Comparison

Produce the Most Precise Plan Possible for Each Client

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!

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Don’t Use Out-of-the-Box Reports for Your Clients

You know your clients better than we do. Our Next Generation Client Reports put you in control of the presentation with:

  • Custom Content upload – add in supporting resources, such as legal documents
  • Drag & Drop Report Re-ordering – adjust your plans based on client preferences
  • Semi-regular expenses – account for each client’s most common expenditures
  • Life Insurance Quick Assessment – immediately respond to discovered needs
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Flexible Reporting
Client Resources

Educate Clients in the Format They Understand Best

  • Edit personalized presentations for retirement, education and more
  • Gain access to 80+ easy-to-understand Next Generation Reports
  • Include clients in the planning process
  • Use your website to generate more referrals
View a Sample Report

Protect Your Clients’ Financial Information and Privacy

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:

  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy
Data Security

Go Beyond Software with our Tools for Success

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.

Learn more about our commitment to your success on our Advicent Training Page.

When You Get Started:

We offer 5 interactive online sessions, led by experienced trainers.

  • Acquire New Business Using a Retirement Assessment
  • Capture Your Clients’ Net Worth
  • Capture Current Cash Flow and Define Retirement Goal Details
  • Create Comprehensive Customized Retirement Goal Solutions
  • Use Advanced NaviPlan® Features

Ask Questions:

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.

“Not only do I get my problems solved, I get 100% professional and courteous service. I wish all tech support departments I dealt with were half as good.” -Advicent partner

Grow Your Success:

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

  • Expert-led Take Action Webinars
  • Functional Documents and videos in your NaviPlan® Learning Centre
  • Exclusive Advicent LinkedIn® Partner Group
  • Monthly Partner Newsletters

*All of our resources are also available in French

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