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Advicent blog, downloadable resources, and videos
Advicent blog, downloadable resources, and videos
On April 15, we will be delivering the first of several remarkable updates to NaviPlan® that will be arriving this year. This new NaviPlan experience begins with an entirely overhauled user interface, which will allow users to leverage our industry-leading planning technology with greater ease of use than ever before.
March 21, 2019 by John Heinen
We have entered a new, Third Wave of financial planning in 2019 where previously separate philosophies have started to merge and work alongside client-facing FinTech innovations to elevate the advice provided by advisors.
March 14, 2019 by Kelton Corcoran
Our most recent release of NaviPlan® includes the latest federal and provincial tax calculations to ensure the highest degree of accuracy for your clients’ plans.
February 11, 2019 by John Heinen
2018 was a big year for NaviPlan® and featured four different releases that brought numerous new features and enhancements to our users. With the new year just around the corner, let’s take a look back at some of the highlights of our releases over the past 12 months.
December 28, 2018 by Kelton Corcoran
While the holiday season can get busy when serving last-minute client needs, do not forget about the importance of client outreach during this time of the year.
December 19, 2018 by Kelton Corcoran
With less than half of HNWIs having substantial conversations about aligning their wealth with important goals and values, there is a real need for advisors to broaden the wealth planning dialogue they are having with clients.
December 11, 2018 by Moriah Diedrich
We’re thrilled to announce our latest round of enhancements that have been added to NaviPlan. In our latest release, we have introduced client portal improvements, and expanded private corporation options.
November 30, 2018 by John Heinen
With FinTech innovations such as robo advice and cryptocurrency constantly appearing in headlines, it makes sense to think that the days of the human advisor are numbered right? Not necessarily.
November 26, 2018 by Kelton Corcoran
For the general population, charitable giving typically means donating time or small contributions and requires little planning, but for high-net-worth individuals (HNWIs), larger charitable donations can require the expertise of a financial advisor.
November 14, 2018 by Moriah Diedrich
Similar to how the financial planning needs of a client can vary, the way plans are created varies as well. There are four different types of financial planning models, each with its own set of advantages and disadvantages.
November 12, 2018 by Patrick Meyer
Advicent would like to congratulate our partner Janney Montgomery Scott for recently winning the 2018 WealthManagement.com Industry Award for Technology based on its utilization of NaviPlan® financial planning software.
November 2, 2018 by Kelton Corcoran
We’re thrilled to announce our latest round of enhancements that have been added to NaviPlan. In our latest release, we have introduced a new account type, new client reports, Ontario tax updates, and various other improvements.
September 24, 2018 by John Heinen
Presentation Module, a feature in NaviPlan®, brings firms process benefits that result in business growth, even during changes to the advisor workforce.
July 31, 2018 by Kyle Johnson
At Advicent, we recently held our 2018 Rally Week to reflect on our progress from the first half of the year and look ahead towards the second half. We were joined by some of our existing partners for presentations on their business processes and feedback on how our products fit their needs.
July 26, 2018 by Tony Velasquez
Advicent recently held our 2018 Rally Week to reflect on the first half of the year and kick off the remaining second half.
July 24, 2018 by Kyle Johnson
July 18, 2018 by Alex Noonan
Our latest enhancements include enhancements to client reports, as well as updates to tax calculations.
July 9, 2018 by John Heinen
Despite being an incredibly large and diverse industry, the financial services profession does encounter a number of common challenges. In today’s blog, I will look at three of the most commonly discussed roadblocks and how Advicent solves for them.
June 29, 2018 by Matt Marcum
Take a moment and think back to some of the best experiences of your life. Perhaps you are thinking about your wedding day or the birth of a child. Maybe you are thinking about your graduation or that really amazing vacation you took. Regardless of what comes to mind, I am confident that you are not thinking about that one time you bought new financial planning software. However, in the next few months, it is my goal to change that!
June 22, 2018 by Kyria Branaugh
This may sound obvious, but a one-size-fits-all approach to financial planning is not the best way to serve your clients. Every client has different needs, goals, and time horizons, meaning scalability is important for providing each client with the best advice possible.
June 5, 2018 by Jeffrey de Ropp
Clients have been dazzled by your presentations and financial recommendations, and all they need now is a document that captures all the information in an easy-to-read, referable document. Using NaviPlan® client reports, you can provide a scalable, customizable report that is as unique as their financial life.
April 16, 2018 by Alex Noonan
Generation X is now slated to have $22 trillion in investable assets by 2030, which is when the oldest within the cohort will hit retirement age. Here are some effective ways to appeal to Gen X to build relationships before this wealth transfer occurs.
April 4, 2018 by Sean Marus
Within financial services, we should explore the diametrically opposed and seemingly mutually exclusive opinions advisors have on whether or not it makes sense to charge for financial plans.
April 2, 2018 by Nathan Lukow
From base-level data entry to client presentation, NaviPlan empowers you to give your clients the planning scenarios they need to accomplish their financial goals.
March 28, 2018 by Alex Noonan
Our latest enhancements include enhancements to client reports, the NaviPlan client portal, and the Presentation Module.
March 12, 2018 by John Heinen
In financial services, examining empirical statistics is the crux of major decision-making. With the first quarter coming to a close, here are three key statistics that will be paramount to advisors as they fine-tune their strategy for the remainder of the year.
March 7, 2018 by Tyler McNaughton
The rise of robo-advice and increased competition has made the ability to serve any client who walks through your door invaluable. With NaviPlan, the most flexible and accurate financial planning tool in the market, you can service any client by utilizing scalable features of varying complexity.
February 21, 2018 by Alex Noonan
With 2018 in full swing, many firms are still working to finalize their budget for the remainder of the year. Attending an industry tradeshow, however, should be a priority when considering budget restrictions.
February 9, 2018 by Jenna Diemer
It is important to remind a panicked investor that short-term fluctuations are neither indicative of larger downward trends nor a direct reflection of global economic health.
February 7, 2018 by Andy Penkalski
By being able to improve both the quality and quantity of financial plans they can put out, advisors can increase their assets under management and distinguish their practice from their competition.
January 22, 2018 by Allison Sobek
By leveraging these tips and tools, financial professionals can increase efficiency and, in turn, increase client satisfaction and business growth.
January 17, 2018 by Katelyn Rattray
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