Financial Planning Application
As previously communicated, NaviPlan Extended Online is no longer available as of September 30, 2014. Please login to NaviPlan Select and go to the Import
tab to view all client files previously available in NaviPlan Extended Online.
If you have any questions or concerns, please contact our Partner Support department at 1-888-692-3474 or firstname.lastname@example.org
What we do
Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. The company's products include web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world's largest financial institutions, use Advicent's solutions to help them grow their business, create exit barriers and stay top of mind.