About Advicent

1. 50 years
financial professionals
providing software to

2. North American
insurance firms
7 of the top 87 of the top 10
North American Banks
We work with
4 of the top 5
custodians

3. 7 of the top 8
North American
insurance firms
We work with

4. Millions
across the globe
of financial plans created

5. grow
with your business
Solutions that

6. The strength of NaviPlan
is its scalability for both
advisors and clients.
- Steve Dryer, president of a Midwest wealth management firm
“
”

7. You can be as specific and
detailed as you want to be,
or as concise and high level
as you need to be.
- Jerry Fahey, financial planning manager at a financial advisory firm
“
”

8. full range
of clients
Supporting the

9. I’ve used NaviPlan for
a fresh grad in their first job
up to a big business owner
with tons of employees.
- Herman Chan, director of business development
at one of North America’s largest wealth management firms
“
”

10. engaging
Digitally
advisors and clients

11. Once we get clients on board,
we have the ability to update
information at any point.
- David Sullwold, financial advisor at an enterprise-level broker-dealer
“
”

12. financial impact
with a
Technology