September 1, 2020

Advicent Selects MX to Enhance Account Aggregation Capabilities in NaviPlan® Client Portal

Advicent today announced a strategic relationship with MX, a  financial data platform enabling organizations to develop, launch, and power new money experiences, to further improve account […]
April 2, 2020

NaviPlan® Client Portal Free to All Advisors Through December 2021

Advicent announces that the client portal in its NaviPlan® financial planning platform will be available at no charge to all financial advisors, including current client portal users, […]
January 31, 2019

Advicent debuts new NaviPlan interface and retirement planning tool at T3 Advisor Conference

Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, demonstrated an entirely new user interface for NaviPlan as well as a new retirement […]
October 23, 2018

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 […]
February 14, 2017

Advicent Announces Synopsis Reporting in NaviPlan® 17.0 as Part of The Compliance Blueprint at T3 Advisor Conference

Today at T3 Advisor Conference, Advicent, a leading provider of financial planning technology, announced new updates to its premier financial planning software tool, NaviPlan. Features in […]
January 18, 2017

Advicent and Janney Montgomery Scott announce strategic technology partnership

Advicent, a leading financial planning technology provider, announced this morning their strategic partnership with Janney Montgomery Scott (Janney), a full-service wealth management, financial services and investment […]
November 3, 2016

Advicent Showcases Narrator Connect APIs, Empowers Advisors to Provide a Unique Digital Client Experience

At the 2016 T3 Enterprise Conference today in Las Vegas, Advicent showcased tools to arm financial services organizations for success, both today and in the future, […]