Advicent's NaviPlan® and Profiles™ Financial Planning Applications Receive Updates

Share Article

Precision, Time Savings and Ease of Use for Advisors Drive Enhancements to Advicent’s Financial Planning Technology.

NaviPro Financial Planning Suite
"We want to provide advisors with the resources they need to produce top-notch plans for each and every client, in a time-efficient manner." - Andrew Stevens, NaviPlan Product Director at Advicent

In any given day advisors must schedule time to meet with clients, time to network, time to research new strategies, time to produce plans and more. Advicent’s latest enhancements to the NaviPro® financial planning suite are geared at overcoming every advisor’s most common challenge, time, while still producing the industry’s most precise client plans.

“Every enhancement is designed to make advisors’ lives easier,” says Andrew Stevens, NaviPlan Product Director at Advicent. “Whether they are planning for small businesses, typical families, or the ultra-high net worth, we want to provide advisors with the resources they need to produce top-notch plans for each and every client, in a time-efficient manner.”

With the latest NaviPro® system updates to both the NaviPlan® and Profiles™ financial planning applications advisors can:

  •     Access the most recent tuition costs to further prepare clients saving for college. Updates to the Peterson’s Undergraduate Database in both NaviPlan and Profiles make this possible.
  •     Help small business owner clients develop and understand their financial plans with updates to the business ratio data and reports in Profiles.advic
  •     Feel secure in producing the most precise client plans and have the resources they need to understand complex state and federal tax changes for 2014. Advisors can also take advantage of Advicent’s Free Tax Cheat Sheet for 2013, available now.

For more information on this product release or to learn more about Advicent’s financial planning and marketing communications solutions, please contact an Advicent representative at marketing(at)advicentsolutions(dot)com.

About Advicent
Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. The company’s products include web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind. To learn more, visit

© 2014 Advicent Solutions. All rights reserved.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Amanda Witucki
since: 03/2012
Follow >
Follow us on
Visit website