Finlocity

ABOUT

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.

  • Wealth Management Software
  • Account Aggregation
  • Advanced Tax Planning
  • Insurance Planning
  • Asset Allocation & Risk Tolerance
  • Client Portal
  • Customizable Reports
  • Estate Planning

CONTACT INFORMATION

10700 W. Research Drive

Suite One

Milwaukee, WI 53226


Phone: +1 888 692-3474

www.advicent.com

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WHITE PAPERS

NEW REALITIES IN RETIREMENT
DIGITAL MARKETING GUIDE
SETTING THE MODERN ADVISOR UP FOR SUCCESS