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.