Advicent Announces Latest Updates to the NaviPlan® Financial Planning Tool

Share Article

The latest updates for the NaviPlan financial planning tool have been released by Advicent Solutions, Milwaukee-based SaaS provider for the financial services industry.

Today, Advicent Solutions announced the latest updates to the NaviPlan® financial planning application. These improvements will help advisors’ discussions with clients during tax season while also allowing advisors to save time and produce the most precise reports. The latest updates to the NaviPlan financial planning tool include

  •     federal and estate tax updates
  •     Ibbotson asset class updates
  •     new Next-Gen reports
  •     and more!

Our federal and estate tax and Ibbotson asset classes have been updated to include the latest information for 2015 so you know the reports you give your clients are accurate. In addition, the Next-Gen concept reports now include pieces to communicate the importance of planning for disability. These reports can help your clients understand their risk of disability and make those difficult conversations easier.

“It’s a busy time for many in the financial industry as they begin preparing their taxes and planning for 2015. This update to the NaviPlan® financial planning tool will ensure advisors that the reports NaviPlan® produces are accurate,” said Jennifer Priestley, product director at Advicent. “The new Next-Gen reports are also a great addition to the numerous reports we already have in NaviPlan®, and we look forward to continuing to grow this collection of reports.”

For more information on the NaviPlan tool or to learn more about the Advicent product offering, please contact an Advicent representative at marketing(at)advicentsolutions(dot)com.

About Advicent

Advicent Solutions is now the leading provider of SaaS technology solutions for the financial services industry, servicing dozens of the world’s largest financial institutions. Our products include financial planning, goals assessment, marketing communications and application builder tools. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. To learn more, visit

© 2015 Advicent Solutions. All rights reserved.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jenny Schroeder
Follow >
Follow us on
Visit website