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NaviPlan blog, downloadable resources, and videos
NaviPlan blog, downloadable resources, and videos
InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider.
May 10, 2021 by Angela Pecoraro
While many may view 2020 as a year to forget, events of this year have spurred growth and innovation in the FinTech industry, accelerated the adoption of remote client engagement, and emphasized the value of both financial professionals and comprehensive plans.
May 4, 2021 by Kelton Corcoran
What do you want to achieve professionally in 2021? Creating a business plan can help advisors and firms identify actionable goals to drive growth in the business.
May 1, 2021 by Kelton Corcoran
Firms face a multitude of roadblocks created by organizational processes, evolving investor demands, and the industries in which they operate. In order to achieve growth and success, firms must equip advisors with the tools to overcome these challenges.
April 28, 2021 by Kelton Corcoran
Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.
February 22, 2021 by John Heinen
Our latest release of NaviPlan distributes annual updates to tax and college expense data and provides miscellaneous updates.
December 10, 2020 by John Heinen
We are excited to share that the debut episode of Iris.xyz’s new video series The Authority is now available, featuring Advicent COO Anthony Stich as the premiere speaker.
December 2, 2020 by Kelton Corcoran
We are excited to sponsor this today's episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss the finances of parenting.
September 4, 2020 by Tom Burmeister
Our latest update to NaviPlan includes improved Morningstar updates and other miscellaneous enhancements.
August 31, 2020 by John Heinen
On the latest episode of the Power Your Advice podcast, Anthony Stich joins Doug Heikkinen to discuss the impact of COVID-19 on the financial services industry, how client expectations are changing in the Third Wave of financial planning, and how Advicent fits into the picture.
August 24, 2020 by Kelton Corcoran
We are excited to sponsor this week's episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss managing a household budget.
August 21, 2020 by Tom Burmeister
We are thrilled to share that Advicent vice president of financial planning Tom Burmeister has been named a finalist for Innovator of the Year in the 2020 Finovate Awards.
August 12, 2020 by Matt Marcum
We are excited to sponsor this week's episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss the economics of home ownership.
August 7, 2020 by Tom Burmeister
Advisors can automate time-consuming back-office and administrative tasks, which can make their practices run more efficiently and profitably.
July 30, 2020 by Anthony Stich
On the latest episode of the Her Success Matters podcast, Advicent CEO Angela Pecoraro joins InvestmentNews CEO Christine Shaw to discuss her career growth in the FinTech industry and more.
July 30, 2020 by Kelton Corcoran
While the increase in demand from both current clients and prospects can be difficult to manage, advisors with the right technology at their hip can emerge with more satisfied clients and a stronger book of business.
July 29, 2020 by Moriah Diedrich
With client expectations evolving and the client experience undergoing alterations, advisors must learn how to connect with their clients and continue delivering engaging advice.
July 28, 2020 by Kelton Corcoran
Investors today are seeking a whole new level of connection with their finances and advisors, and the demand for financial advice has reached a new peak. To take advantage, firms need to be sure their digital marketing strategies are in order and ready to enable growth.
July 24, 2020 by Kelton Corcoran
We are excited to announce that NaviPlan by Advicent has been nominated for the 2020 Benzinga Global FinTech Awards in the best wealth management software category. Voting is now open to the public until October 20.
June 26, 2020 by Matt Marcum
Here’s how to give clients as much, or as little, engagement in the investing and planning process as they would prefer.
June 22, 2020 by Anthony Stich
Technology is the table stakes in this new era of financial planning, one where advisors must embrace innovation to move forward. But how does an advisor begin creating an effective digital strategy at their firm?
June 9, 2020 by Kelton Corcoran
The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.
June 1, 2020 by John Heinen
Advicent is excited to share that it has been named a finalist for the WP Readers’ Choice Award for Service Provider of the Year as part of the 2020 Wealth Professional Awards, the leading independent awards event for the wealth management industry.
April 22, 2020 by Matt Marcum
Our latest version of NaviPlan includes various fixes to refine planning functionality.
April 20, 2020 by John Heinen
Advicent announces that First West Credit Union has integrated the NaviPlan platform into the digital banking service offering for members and clients at the Canadian financial institution’s 51 branches across British Columbia.
April 16, 2020 by Angela Pecoraro
COVID-19 will undoubtedly change firm best practices going forward and the planners who embrace those changes now will be ahead of the curve. Advisors can utilize digital tools to stay connected with their clients and keep their clients connected with their advice.
April 9, 2020 by Shawn Bosman
Today we are all responding to an event that has brought much of the world to a halt. Since change is already upon us, I invite you to use this as an opportunity to reset and plan for the coming year.
March 31, 2020 by Devin Rivera
It goes without saying that we are living in extraordinary times. Fear, stress, and uncertainty are a dangerous mixture, leaving advisors to play a critical role in connecting with and calming their clients.
March 24, 2020 by Angela Pecoraro
Financial planning can seem an overwhelming task, causing people to put off getting a financial advisor and hoping they will somehow save the right amount for retirement. How can advisors help clients overcome their financial anxiety and create a plan that will set them up for a successful retirement?
March 13, 2020 by Moriah Diedrich
Advicent Solutions is monitoring the impact and spread of the Coronavirus Disease 2019 (Covid-19). Advicent maintains business continuity, disaster recovery, and pandemic plans that are updated and tested annually.
March 12, 2020 by Angela Pecoraro
Today, advisors in Canada continue to neglect healthcare research because they believe healthcare expenses to be insignificant. However, advisors have recognized that long-term care and assisted living are important factors to consider when planning for retirement.
March 11, 2020 by Josh Grant
In this video, learn how to create a complete Retirement Objective Coverage report in just five minutes using NaviPlan starting in the Guided Retirement tool and promoting up to a level two plan.
March 11, 2020 by Kelton Corcoran
At the recent T3 Advisor conference, Advicent COO Anthony Stich chats with FinTech TV’s Jenna Dagenhart on how leveraging technology to provide better plans is the magic bullet for advisors moving forward.
March 9, 2020 by Kelton Corcoran
NaviPlan 20.0 includes updated tax calculations, enhanced private corporation functionality, dynamic reporting graphs, and client report improvements.
March 5, 2020 by John Heinen
With competition heating up in the financial services industry and a generational wealth transfer on the horizon, ensuring an advisor’s value is clearly demonstrated will be key for firms.
March 4, 2020 by Ryan Dvornik
Problems, challenges, pain points, obstacles… you can use any number of words to describe the complications that advisors face in the financial planning process as we enter a new decade. For firms hoping for long-term growth, overcoming practice management challenges with FinTech will be key.
February 28, 2020 by Charles Jacques
Processes surround us daily, whether you realize it or not. By defining your process and creating consistent workflows, you can remove the barriers between doing what you do best: delivering meaningful financial advice, demonstrating your gamma, and growing your practice.
February 25, 2020 by Kelton Corcoran
While starting out on your own is always exciting as a financial advisor, it can be a daunting task that many planners do not know where to begin. From managing client relationships to delivering advice, here are some tips on building out an essential tech stack.
February 21, 2020 by Shawn Bosman
The idea of having a book a business built primarily on high-net-worth (HNW) clients may sound exciting to most financial advisors, however, there are key considerations for advisors to make in order to properly serve this valuable client segment.
February 17, 2020 by Tuesday Willingale
In today’s digital age, advisors are competing with much more than just the firm down the block. By leveraging innovations in planning technology and embracing opportunities created by AI, advisors can do far more, with far less.
February 11, 2020 by Kelton Corcoran
Advicent is thrilled to share that chief executive officer Angela Pecoraro has been named to Investment Advisor’s 15 Top Women in WealthTech for 2020 list.
January 22, 2020 by Kelton Corcoran
While it is true that the financial services industry is largely served by male employees, the women here at Advicent have come together to form an “employee resource group” (ERG) that we proudly call “RAD Women.”
January 13, 2020 by Karly Cortez
Design thinking is a process for creative problem-solving that has been used for decades to solve a wide range of problems and situations. Despite its very specific name, it can be applied to any field; it does not have to be design-specific.
January 2, 2020 by Meagan Haan
Our latest release of NaviPlan includes the new Guided Retirement assessment, holding company improvements, additional visual enhancements, and more.
December 16, 2019 by John Heinen
Though technology is commonplace across the financial services industry, some advisors may feel that it is replacing the human aspect of the client-advisor experience. While our industry is becoming more dependent on tech, technology is here to enhance relationships, not replace them.
December 5, 2019 by Sam Kaufman
We are excited to announce the new NaviPlan Learning Centre is now available, making it easier than ever for our partners to take advantage of learning resources. The same useful Learning Centre information is now presented in a cleaner and more visually appealing way.
December 4, 2019 by Kyria Branaugh
When advisors take the time to understand a client’s motivations, outlook and goals, and what they want to achieve for themselves and their families, they can present their expertise, services and added value in a way that will resonate on a deeper, emotional level.
November 21, 2019 by Angela Pecoraro
Our most recent update to NaviPlan includes visual enhancements of various reports and areas within the application, increased business planning functionality, and more.
September 30, 2019 by John Heinen
Our latest update to NaviPlan introduces support for operating companies to enhance the business planning experience for private corporations. Additionally, improvements have been made to the Report Editor to allow for smoother compliance workflows.
July 22, 2019 by John Heinen
Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.
April 26, 2019 by Nate Oberholtzer
Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.
April 26, 2019 by Nate Oberholtzer
We are excited to introduce our latest release of NaviPlan® which includes an entirely overhauled user interface, allowing advisors to leverage our industry-leading technology with greater ease of use than ever before.
April 15, 2019 by John Heinen
Buying their first home is one of the largest decisions a client will make and can be daunting especially for younger clients. Here are considerations to take when guiding clients through the first-time home buying journey.
April 5, 2019 by Tyler Martyniak
There are plenty of reasons why a financial services firm wants to be both efficient and specialized, but the two can often work against each other. In response to these sacrifices that firms found themselves making, a common trend in the financial planning industry has been implementing central planning.
April 2, 2019 by Patrick Meyer
There are plenty of reasons why a financial services firm wants to be both efficient and specialized, but the two can often work against each other. In response to these sacrifices that firms found themselves making, a common trend in the financial planning industry has been implementing central planning.
April 2, 2019 by Patrick Meyer
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
Learning new financial software can have some hurdles when getting started but can be quick and painless with the right resources. Here are four tips to start utilizing your new planning tool and quickly realize ROI.
March 20, 2019 by Kyria Branaugh
Tax season is an incredibly important and busy time for financial advisors. Though this stretch can be high-stress, it is also high-opportunity for a firm hoping to grow their business in the months that follow.
March 18, 2019 by Alex Noonan
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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