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NaviPlan version 18.3

Product update | NaviPlan 18.3 release

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.

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November 30, 2018 by John Heinen

NaviPlan version 18.2

Product update | NaviPlan 18.2 release

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.

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September 24, 2018 by John Heinen

Our devotion to delivering the best possible product and user experience

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.

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July 26, 2018 by Tony Velasquez

Common questions when implementing NaviPlan

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.

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June 29, 2018 by Matt Marcum

Advicent partner experience

Taking our partner experience to the next level

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!

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June 22, 2018 by Kyria Branaugh

The importance of scalability in financial planning software

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.

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June 5, 2018 by Jeffrey de Ropp

An advisor explaining a financial plan to his client using NaviPlan client reports

Getting to know NaviPlan client reports

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.

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April 16, 2018 by Alex Noonan

A Generation X couple enjoys their pre-retirement years.

Do not forget about Generation X

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.

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April 4, 2018 by Sean Marus

A financial advisor crafts a financial plan.

Should you charge for financial plans?

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.

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April 2, 2018 by Nathan Lukow

A team of advisors refine their strategies for 2018.

3 key figures for advisors in 2018

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.

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March 7, 2018 by Tyler McNaughton

A young couple seeks assistance from an advisor.

Service every client with scalable financial technology

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.

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February 21, 2018 by Alex Noonan

A gathering of professionals at an industry tradeshow.

4 reasons to attend an industry tradeshow

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.

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February 9, 2018 by Jenna Diemer