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COVID-19 Response

Advicent Solutions: Instilling Financial Confidence

While job security, financial stability and long-term planning remain uncertain, people need reliable financial planning support. Customers typically rely on in-person meetings with their financial advisors for these personal and often daunting conversations. With shelter-in-place and social distancing orders across the world, financial planners are transitioning to a digital interface. To make this easier for customers and planners, Advicent is offering its NaviPlan client portal for free to all new and current users through December 2021.

The NaviPlan platform is designed to help small Registered Investment Advisors and independent advisors who lack the resources of a larger financial institution. These resources include facilitating virtual meetings and providing Advisor Briefcase marketing materials. This library of documents helps advisors communicate to clients and alleviate investor fears during the pandemic.

Access Advicent’s Naviplan Client Portal.

Year of Investment: 2011
Portfolio Status: Former
Headquarters: Milwaukee, WI

9MM+ Financial Plans Created

SaaS-based technology solutions for the financial advice and planning industry.

Advicent Solutions is the leading provider of SaaS-based technology solutions for the financial advice and planning industry. The Company’s products include web-enabled marketing communications, needs assessment and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers. Small and medium-sized businesses and some of the world’s largest financial institutions trust Advicent’s products to help grow their business.

Advicent is headquartered in Milwaukee, WI.

Vista Equity Partners Fund III completed a buyout of Emerging Information Systems Inc. (“EISI”) in November 2011 and rebranded the Company Advicent.

InvestCloud acquired Advicent in May 2021.

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