Advicent Solutions Offers Financial Planning Software to American, Canadian Schools with Expansion of University Program

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Advicent Solutions, Milwaukee-based SaaS technology solutions provider for the financial services industry, announced today that it has expanded its Advicent University Program. This program helps to educate the next generation of financial professionals by providing Advicent’s industry-leading financial planning software to schools for classroom use.

“Our goal with this program is to provide continued support to universities to help them provide the best education possible for future financial advisors,” says Michelle La Greca, Manager of Business Development at Advicent.

Advicent Solutions, Milwaukee-based SaaS technology solutions provider for the financial services industry, announced today that it has expanded its Advicent University Program. This program helps to educate the next generation of financial professionals by providing Advicent’s industry-leading financial planning software to schools for classroom use. By exposing students to the type of software they will be expected to use in the workforce, the program helps make the transition from the classroom to the office much more fluid for young advisors. This semester, the program will include Texas Tech University, the University of California, Santa Cruz, and Nova Scotia Community College.

“Our goal with this program is to provide continued support to universities to help them provide the best education possible for future financial advisors,” says Michelle La Greca, Manager of Business Development at Advicent. “We’re excited to partner with these exceptional universities, and we look forward to adding more university partners in 2015.”

Advicent has offered its NaviPlan and Profiles software to universities in the past, including a partnership with Texas Tech University that reaches back to 2007.

“We are very pleased to continue our strong relationship with Advicent Solutions,” says Dr. Barry Mulholland, Assistant Professor in the Department of Personal Financial Planning at Texas Tech University. “We understand the importance of making industry-leading software available to our students to help them add value as they enter the professional advisor arena. Experience with both NaviPlan® and Profiles™ financial planning software allows our students to be the best prepared they can be as they start their careers. We look forward to our continued partnership in helping prepare the next generation of financial advisors.”

According to Mulholland, 95 percent of undergraduate and graduate students in the Department of Personal Financial Planning at Texas Tech University will enter the financial services workforce within six months of graduation. The technology that Advicent has provided will allow these students to gain valuable hands-on experience with everything from detailed tax and cash flow planning to simple goals-based assessments so that they are prepared to help their clients achieve financial success.

For more information on the Advicent University Program or to learn more about Advicent’s financial planning and marketing communications solutions, please contact Michelle La Greca at marketing(at)advicentsolutions(dot)com.

About Advicent
Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry. At Advicent, everything comes back to our core mission—helping our partners work smarter and provide the best possible financial future for those they serve. The Advicent™ product offering includes the Advisor Briefcase® marketing communications tool, the NaviPlan® financial planning application and the Profiles™ financial planning application. To learn more, visit http://www.advicentsolutions.com.

About the Personal Financial Planning Program at Texas Tech
The Personal Financial Planning (PFP) program at Texas Tech is one of the top PFP programs in the United States. The program is registered with the CFP Board and provides curriculum which meets the educational requirements to sit for the CFP® certification examination. Texas Tech is located in Lubbock, Texas, and boasts an enrollment of over 35,000 students.

© 2014 Advicent Solutions. All rights reserved.

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Kate Sheka
@AdvicentFP
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