NaviPlan® Now Offers a Plan for Everyone

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The happiest clients are those with a plan. The latest updates to the NaviPlan® tool empower advisors to help every client--regardless of life stage or income--achieve their financial aspirations.

The correlation between planning and financial confidence is high, and we want to help the everyday American feel secure with their financial situation.

The happiest investors are those with a plan. Regardless of income, the 32% of Americans with a comprehensive financial plan are twice as likely to say they are “living comfortably” and three times as likely to save 10 percent or more of their salary as those without a plan (CFP Board Report, 2012).

Advicent’s latest updates to the NaviPlan® tool aim to arm advisors with the best tool to create a plan for the remaining 68 percent of Americans who still need financial guidance. As advisors know, each of these clients won’t require the same level of planning; however, with the newest updates to NaviPlan, advisors can now scale their level of guidance from the in-depth, holistic plans that NaviPlan is known for to the quick, basic financial snapshots that many investors want. Enhanced reporting capabilities, real-time goal progress, and a user-defined text library can help advisors save time, be more flexible and deliver more value to every client, regardless of life stage or income.

“The correlation between planning and financial confidence is high, and we want to help the everyday American feel secure with their financial situation.” says Jennifer Priestley, product director at Advicent. “The latest reports in NaviPlan® are designed to help advisors flex to every client need, from the everyday investor to the UHNW, and boost consumer confidence. With little data-entry required, our Forecaster quick assessment tool can help answer client questions such as ‘What are my retirement goal options?’ in an engaging, client-friendly manner.”

With the latest updates to the NaviPlan® tool advisors can:

  •     Be flexible to newly discovered client goals in meetings and plan for every client with enhanced reporting options.
  •     Uncover what’s most important to clients and prospective clients before an annual meeting with fact finders tailored to each planning level.
  •     Demonstrate the impact of plan adjustments in client meetings with the new real-time goal progress feature.
  •     Build a library of frequently used objectives, recommendations, and action plan items that can be quickly accessed from any plan across all clients.

For more information on NaviPlan® 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. Thousands of 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.

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Jenny Schroeder
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