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Advicent Solutions Snapshot
Advicent's mission is to enable everyone to understand and impact their financial future.
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Our product suite includes the powerful NaviPlan, Figlo, and Profiles financial planning software applications; the Advisor Briefcase marketing and communications tool; and the innovative NaviPlan and Figlo APIs, and the NaviPlan client portal. 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. Our mission? To one day enable everyone to achieve this same goal.
