Independent accounts

Advicent provides easy-to-use technology that is scalable to meet the needs of any client. Reduce costs and save time by creating a streamlined planning process that empowers collaboration in the client-advisor relationship. By utilizing innovative Advicent technology throughout the client journey, advisors remain competitive in today’s market by exceeding client expectations.

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The effects of insufficient technology

Digital attrition is not a new term, but it is relatively new to the financial planning industry. Why is digital attrition something which should concern you? Sixty-six percent of high-net-worth individuals, globally, would leave their wealth manager due to a lack of integration between digital and traditional channels (Capgemini, 2016). These percentages will only increase over time as Generation X and Millennials continue to accrue wealth and begin to realize the importance of retirement planning. If you do not begin to utilize technology in your core offerings, your customers will leave and you will be hard-pressed to attract replacements.

Are you prepared to meet the expectations of a growing number of consumers? FinTech tools now provide ways for you to save time on data entry, client communication, and plan creation. However, many independent advisors struggle with making room in their budget to implement new technology and compete with larger institutions.

Advicent is the answer

Advicent empowers independent advisors to provide a digitally-responsive, integrated experience to clients in an extremely competitive industry. We provide a client portal experience and an advisor dashboard experience powered by NaviPlan®, the industry-leading cash flow management tool.

Advicent offers a new digital experience for both you and your clients, putting financial planning at the core. Our new offerings, Narrator® Clients and Advisor®Narrator, shatter industry expectations of user experience, ease of use, integration, and price. Additionally, Advicent planning tools allow advisors to easily onboard new clients through by decreasing data entry and plan creation time. Do not be a statistic to digital attrition. Get ahead of the curve; Advicent is giving you the chance. 

Tools to consider

NaviPlan is the financial services industry leader for detailed tax planning, advanced solutions, and ultra high-net-worth clients, yet it is flexible enough to produce quick, goal-based assessments on the fly.

Narrator Clients enables firms to provide an exceptional digital client experience through 24/7 access to the financial plan, increased client-advisor collaboration, and an easy-to-use interface.


Key benefits of an Advicent partnership

Advicent, with our decades of financial planning experience, has the knowledge and implementation strategies in place to solve for the needs of 12 of the top 25 north American banks and seven of the top 10 U.S. insurance companies. We have become the premier financial planning technology firm with the skill and agility to scale our solutions and allow firms of all sizes, from independent advisors to large enterprise firms, to tell their own unique story while empowering business growth.