Advicent

Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the worlds largest financial institutions. The Advicent product offering includes the NaviPlan, Figlo, and Profiles financial planning applications; and...
Milwaukee, WI

10700 W. Research Drive

Suite One

Milwaukee, WI, 53226
Computer Softwa...
https://www.advicentsolutions.com
Privately Held
Financial plann... Client portal Advisor analyti... APIs Wealth manageme... Tax planning so... Retirement plan... Estate planning... Insurance plann... Financial advis... Monte Carlo sim...
1969
201 - 500
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the worlds 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 missionenabling everyone to understand and impact their financial future. To learn more, visit advicent.com or email marketing@advicent.com.