Fintech Integration Marketplace

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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.

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 | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
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.
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
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.
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.
Quovo | Plaid
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions.
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
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.
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.

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NaviPlan by Advicent

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