Advicent Solutions

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10700 W Research Dr #1, Milwaukee, WI 53226, United States

Website Address

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Invest in your clients. Invest in your story

As an independent company, we have the ability to make quick decisions and remain innovative in our product changes and improvements

Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications; and NaviPlan® APIs.

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. Everything comes back to our core mission—enabling everyone to understand and impact their financial future.

Advicent Solutions Solutions


Comprehensive financial planning software From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.  ...

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NaviPlan APIs

Our API technology With ongoing access to the NaviPlan APIs through our developer portal, your team will have access to continually updated and maintained calculations. This allows your tools to become scalable with less complexities. Evolving your digital strategy is now easier than ever with the ability to develop unique web......

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NaviPlan® client portal

Collaborative fact finder Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience....

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NaviPlan® for enterprise

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....

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Goal-based financial planning software Profiles is built for flexible analysis and quick assessments that will fit into your workflow. Profiles™ makes it simple for you to show your clients their potential financial future through holistic financial analysis, FINRA-compliant reporting, and high data security. ...

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