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.
The NaviPlan® client portal seamlessly and proactively connects advisors to their clients throughout the client journey with 24/7 accessibility and analytics to inspire action and communication.
Don’t let off-the-shelf software dictate your engagement model. With Advicent APIs, you can deliver custom financial applications to acquire clients, deepen relationships, and improve efficiency.
At Advicent, we know what advisors need and what their clients want. Our financial planning software is designed to help you reach both your goals and your clients' goals.Learn More