NaviPlan for enterprise

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers large financial institutions to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.

A unified process for every advisor

NaviPlan APIs

The financial planning APIs offered by Advicent enable firms to deliver custom applications that acquire and educate clients, deepen relationships, and improve efficiency. This is made possible by providing a fully customizable, integrated, and differentiated experience. Applications created with our APIs give clients access to information and tools, such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.


Learn more about NaviPlan APIs


Back office integrations & compliance

The NaviPlan Presentation Module allows enterprise organizations to customize and create planning experiences that empower advisors while ensuring home office compliance.


Custom client experiences

The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at Advicent, we are committed to your success from implementation and beyond.

We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.

For more information, visit our training & support page >



Data security and compliance

Your client data is your most important asset — accept nothing less than the best protection for it.

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
  • Strict administrative security
  • Formal incident management
    policy