Advicent Solutions

Advicent Solutions develops SaaS technology solutions for financial planning, goals assessment, and marketing communications. The company develops NaviPlan, a financial planning software that aims to help users with retirement income scenarios and estate planning services. On May 5, 2021, Advicent Solutions was acquired by InvestCloud. The terms of the transaction were not disclosed. At NaviPlan, we provide financial planning software solutions for financial services firms both large and small. Our advisor software can scale for any client need – from simple retirement planning to ultra high-net-worth estate planning