NaviPlan by InvestCloud Logo

Advicent is now part of InvestCloud.

There are countless paths to every client goal.

Financial Planning
Software Solutions

Explore NaviPlan Features

Our financial planning software is trusted by...

Banks

8 of the top 10
North American banks

InvestCloud Insurance

The top 4
global insurance providers

Broker Dealers

9 of the top 10
North American broker-dealers

with millions of financial plans created across the globe.

Firms who implemented NaviPlan experienced...

Revenue

increase in
annual revenue per client

Prospect

increase in
prospect conversion rate

Time

faster
financial plan creation

NaviPlan Latest Release

Latest update | NaviPlan 24.1

Read the release details.