Advicent Launches Two New Integrations for Schwab Intelligent Technologies™

Share Article

Advicent Solutions, a Milwaukee-based SaaS provider, adds two new integrations for Schwab Intelligent Technologies™ to help financial advisors manage their time more effectively.

Time management is a major obstacle for many advisors—in fact, in a recent survey by FPA, 31% of advisors said dealing with administrative requirements was a threat to effective time management. Today, Advicent Solutions announces two new integrations with Schwab Intelligent Technologies™ to help independent advisors manage financial planning tasks.

The first Schwab OpenView Gateway™ integration is between the NaviPlan® financial planning application and Schwab PortfolioCenter Hosted™. This new integration will allow advisors to seamlessly pass consolidated account and holdings information from Schwab PortfolioCenter Hosted™ to the NaviPlan® financial planning application. This integration is in addition to the integration announced in May between NaviPlan® and Schwab Advisor Center®.

The second integration is between the Profiles™ financial planning software and Schwab Advisor Center®. This integration will allow advisors to pass consolidated client and account information from Schwab Advisor Center® to the Profiles™ financial planning application.

“We are excited to extend our relationship with Schwab Intelligent Technologies™,” said Cory Olson, senior product director at Advicent. “By integrating both Profiles™ and NaviPlan® to Schwab OpenView Gateway, we are providing options for advisors and allowing them to choose the right Advicent product to meet their financial planning needs.”

“The expansion of integration between Schwab and Advicent’s full suite of solutions will enable those advisors that custody with Schwab to deliver financial plans more efficiently,” said Brian Shenson, vice president at Schwab Advisor Services.

About NaviPlan

The NaviPlan® financial planning tool is the undisputed leader for detailed tax planning, advanced calculations and high net worth clients. Its cash-flow and goals-based planning options, next-gen client reports and online lead-generation calculator help financial advisors plan for success with every client.

About Profiles

The Profiles™ tool helps financial advisors prove their value and sell more from day one. Automatically generate qualified leads with a custom online app, open doors with interactive presentations and strengthen your reputation with firm-branded resources.

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

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jenny Schroeder
Follow >
Follow us on
Visit website