Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers large financial institutions to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis
A unified process for every advisor
Comprehensive planning
Built on the most precise calculation engine in the financial planning market, NaviPlan scales to meet the diverse needs of any enterprise organization.
The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.
Connect with Advicent Solutions
Thanks for connecting with Advicent Solutions
We will inform Advicent Solutions of your interest and request that they connect with you.