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NaviPlan | Advicent

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number of clients and varying net worth. It includes retirement analysis of accumulations and distributions and comprehensive analysis of assets and liabilities, including debt.

NaviPlan offers one of the most detailed cash management modules and visually superior side-by-side onscreen comparisons of investments, as well as Monte Carlo scenario simulations to help keep the information up to date.

Website

https://www.advicentsolutions.com/

Contacts

sales@advicentsolutions.com

https://www.facebook.com/Advicent

https://www.linkedin.com/company/advicent-solutions/

https://twitter.com/Advicent

NaviPlan by Advicent
  • Financial Planning
  • Client Portal
  • Retirement Planning
  • Account Aggregation
  • Tax Planning
  • Asset Allocation
  • Risk Tolerance
  • Estate Planning
  • Insurance Planning
  • Monte Carlo Analysis
  • Cash Flow Planning
NaviPlan by Advicent

Companies that integrate with NaviPlan

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
#Portfolio Management #Financial Planning #Portfolio Reporting #Proposal Generation
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
#Portfolio Management
Pershing
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
#Account Aggregation #Analytics #Custodial Platforms #Document Management #Financial Planning #Portfolio Management #Trading #Portfolio Reporting #Cybersecurity
Charles Schwab
OpenView Gateway | Schwab
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
#Account Aggregation
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Quovo
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
#Account Aggregation
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms

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NaviPlan by Advicent

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