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How can we help you strengthen your business?

Financial Planning Tools

From the market-leading cash flow engine to detailed tax analysis and estate planning, produce the best client plans and reports with our industry-leading financial planning software.

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Goal Assessment Tools

Build goals-based assessments to meet your clients’ specific financial needs from education to retirement—then present those goals using our professionally designed templates and reports.

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Marketing Communication Tools

Advisor Briefcase® helps you provide a premium client experience by increasing the amount of valued client interactions using tailored campaigns, ultimately increasing your ROI and retention over time.

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Advicent Solutions

At Advicent, we develop, implement and provide ongoing support for our innovative financial software solutions with the goal of helping financial advisors and financial planners strengthen their foundation for success. Learn more about how Advicent Solutions can transform your practice by reading about our products below, calling 855.890.5900 or requesting a sales demo.

our products

A Better Client Experience

Put strategy behind staying in touch with the Advisor Briefcase® marketing communications tool

  • 600-plus pieces of client-facing material branded for your practice, with resources added and updated continually.
  • Advicent’s implementation team will personally help you set distribution calendars and client groups, allowing you to create and send targeted client campaigns with the click of a button.
  • Built-in mobile capability lets you immediately follow up with clients by sending content on the go.
our company

The Right Tool for Every Client

Deliver the most precise plan for each client's needs

  • Whether it's the NaviPlan® financial planning tool or Profiles™ financial planning software - We help you find which tool is best for you and your clients.
  • Involve and engage clients in annual meetings with pre-built, customizable presentations, reports and more.
  • Reach new clients online, brand your business and pre-qualify prospects with an online retirement calculator that does the prospecting for you.

Our Free Take Action Webinars

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Advicent and Morningstar – How Our Tools Can Help You

Thursday, April 23rd 2015, 11:00 am CST

Join Advicent Solutions and Morningstar® for a live webinar on how the integration between the NaviPlanSM financial planning tool and Morningstar OfficeSM can make your practice more efficient. Maeve Doonan from Morningstar® and Chris Moser from Advicent will give a brief overview of each tool and demo how the integration works. There will also be time left at the end for Q&A.

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Advicent Product Integrations

Latest Press Release

Advicent Solutions Names Angela Pecoraro Chief Operating Officer

April 23, 2015

Company sees customer experience and loyalty as top priority Milwaukee, WI - April 23, 2015 Advicent Solutions, the leading provider of SaaS technology solutions for the financial services industry, announced the promotion of Angela Pecoraro to Chief Operating Officer. Angela will be responsible for global operations and strategy, leveraging her twelve years of Software-as-a-Service (SaaS) experience to drive user adoption and high value ROI for Advicent’s partners. “Angela has a demonstrated track record of exceeding goals and building high performing, motivated teams,” said Phil Cunningham, CEO of Advicent. “She thinks of our customers first, as evident in our near perfect customer retention results and expanded training and ongoing support programs. We’re looking forward to her help in 2015 as we continue to grow the product…

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