Advicent Launches NaviPlan® Integration with Orion

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Advicent Solutions, a Milwaukee-based SaaS provider, is hoping to help increase advisor productivity with its latest integration.

According to a recent study by FPA, only 13 percent of advisors feel in complete control of their time. The greatest productivity obstacle for advisors? Trying to do too much. Today, Advicent Solutions and Orion Advisor Services announced a way to help advisors gain some of that productivity back: an integration that allows Orion users to pull data from Orion into the NaviPlan® financial planning tool.

With today’s launch of the integration, Orion clients will be able to access real-time data from Orion within NaviPlan®. All Orion users will now be able to directly transfer client demographics, accounts and holdings into the NaviPlan® financial planning software, reducing the amount of time spent on manual data entry.

“We are excited to partner with Orion and deliver productivity gains for our joint clients,” said Cory Olson, senior product director at Advicent. “Surveys consistently identify financial planning as delivering significant return on investment. Advicent is aggressively developing deep integrations with leading vendors to streamline this process.”

“The NaviPlan integration will help offload stress from advisors and empower them to enjoy their business more,” said Eric Clarke, president and CEO of Orion. “Time management is so critical for business success, and this integration will allow advisors to spend more time with their clients instead of worrying about their data.”

NaviPlan® provides advisors with financial planning tools for every client, from simple needs assessment and goal-based planning to the most complex cash-flow planning in the industry. For more information on this product integration or to learn more about Advicent’s financial planning and marketing communications solutions, please contact 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 Advicent™ product offering includes the NaviPlan® and Profiles™ financial planning tools as well as the Advisor Briefcase® marketing communications tool. At Advicent, everything comes back to helping advisors work smarter and provide the best possible financial future for their clients. To learn more, visit

About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 500 advisory firms with total assets under administration in excess of $165 billion, from more than 780,000 individual accounts. For more information about Orion, visit or follow Orion at @orionadvisor.

© 2014 Advicent Solutions. All rights reserved.

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Jenny Schroeder
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