Advicent debuts NaviPlan® Client Report Editor enhancement for enterprise users at T3 Enterprise Conference

Advicent debuts NaviPlan® Client Report Editor enhancement for enterprise users at T3 Enterprise Conference

Advicent, an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will be available to enterprise users of its flagship NaviPlan application in November 2018.

The NaviPlan Client Report Editor will grant home-office administrators unrivaled control over the visual layout, textual content, categorization, and field access of their entire client report library. Users can now draw upon the expansive data visualization options within NaviPlan to better showcase their firm’s unique narrative and value propositions.

“In an era when many large institutions are forced to rely on turnkey reporting options from other software vendors, it is important that we provide our partners with the necessary toolkit to differentiate themselves from their competition and demonstrate the value of their financial recommendations with the utmost clarity,” Advicent Chief Technology Officer John Heinen said ahead of T3 Enterprise. “The NaviPlan Client Report Editor is one of many forthcoming NaviPlan capabilities that will equip large firms with substantial options for configuration that is still driven by an easily adoptable and scalable experience.”


The new feature, which was revealed during an afternoon session led by Advicent Director of Financial Planning Tom Burmeister, also enables users to find their “just-right” level of customization. Existing net-worth and retirement reports within NaviPlan can also be retooled to better suit any firm’s greater ecosystem. Burmeister says the goal is to neither underwhelm nor overwhelm home-offices with admin-defined reporting options.

“While we know that firms are still often forced to rely on cookie-cutter client report options, it was important that we struck a level of customization that would not leave home-offices feeling rudderless in how they evolve their reporting experiences,” Burmeister said. “Our enterprise partners can now either make minor adjustments more nimbly or fundamentally reimagine how their plan delivery is structured.”

The NaviPlan Client Report Editor is part of the upcoming NaviPlan 18.3 release. The feature is currently demonstration-ready for any interested firms.


Advicent is a financial planning technology provider for over 100,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms. Decades of experience empower Advicent to create scalable financial planning softwarecompliance workflow management solutions; fully branded client experiences through industry-leading APIs; and superior cash flow and goal-based calculations. Advicent products are designed to satisfy the needs of every investor and are used in firms of all sizes. Through innovative product capabilities and dedicated services, Advicent is able to help thousands of financial professionals and their clients understand and impact their financial future. To learn more, visit

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