👍 Advicent Solutions is a game-changer! Their financial planning software has made managing my finances a breeze. With just a few clicks, I can track my expenses, savings, and investments. The interface is user-friendly and the tools are highly customizable. It has helped me gain better control of my financial situation and plan for the future. I can't recommend it enough! 👍
Advicent Solutions is an incredible company. Their financial planning software has revolutionized the way I manage my finances. It's user-friendly, comprehensive, and has all the features I need to stay on top of my financial situation. The customer support team is also amazing, always quick to respond and provide assistance. I can't recommend it enough!
I've been using financial planning software for a while now and Advicent Solutions is hands down the best I've used. The software is feature-rich, intuitive, and provides valuable insights into my financial situation. The customer support team is also top-notch, always ready to assist with any questions or concerns. I highly recommend it to anyone in need of reliable financial planning tools.
💯 Advicent Solutions is amazing! Their financial planning software has completely transformed the way I manage my finances. It's incredibly easy to use and the functionalities are outstanding. The customer support team is always there to assist and they truly go above and beyond to ensure customer satisfaction. It's definitely a game-changer and I can't imagine managing my finances without it. 💯
Advicent Solutions is a game-changer in the financial planning industry. Their software is incredibly powerful and easy to use. It has helped me streamline my financial processes and make better decisions. The customer support is also outstanding, always available to assist with any issues or questions. I highly recommend Advicent Solutions to anyone looking for reliable financial planning software.
Advicent Solutions is a fantastic company. Their financial planning software has greatly simplified my financial management tasks. It's intuitive, user-friendly, and packed with useful features. I can easily track my expenses, analyze my investments, and plan for the future. The customer support team is also very responsive and helpful. I highly recommend it to anyone in need of reliable financial planning tools.
Advicent Solutions is an excellent company. I have been using their services for several years now and I am extremely satisfied. The team at Advicent Solutions is very knowledgeable and responsive. They provide prompt solutions to any issues that arise and always go above and beyond to ensure customer satisfaction. I highly recommend Advicent Solutions to anyone in need of financial planning software.
Advicent Solutions is phenomenal! Their financial planning software has helped me gain better control of my finances. The tools are easy to use and provide valuable insights into my financial health. The team at Advicent Solutions is also incredibly helpful and responsive. I am extremely satisfied with their service and would highly recommend them to anyone looking for reliable financial planning solutions.
Advicent Solutions is truly a top-notch company. Their financial planning software has been a game-changer for me. It has helped me streamline my financial processes and make informed decisions. The customer support team is exceptional, always ready to assist with any questions or concerns. I am extremely satisfied with their service and would highly recommend them to anyone in need of reliable financial planning solutions.
I started using financial planning software a while ago and Advicent Solutions is by far the best one I've come across. The software is incredibly user-friendly and has all the features I need to manage my finances effectively. It has made budgeting and tracking my expenses a breeze. I highly recommend it to anyone looking for a reliable and intuitive financial planning tool.
I recently started using financial planning software and stumbled upon Advicent Solutions. Their software is great and has all the features I need to manage my finances effectively. The user interface is intuitive and easy to navigate, making it simple for me to track my investments, budget, and goals. I highly recommend it to anyone looking for a reliable financial planning tool.
There are no words to explain the poor level of service at this company... First you have to deal with a sales person that makes up prices as he goes and wants you to be locked in for as long as possible. Once i made sure the contract is only for 1 year i receive a statement from their accounting department and I see payments were set for a 2 year contract. The product is mediocre at best, but there aren't too many other options in Canada at the moment..
Terrible Product and Dishonest Salespeople.
If you sign up, they lock you into a auto-renewal on an annual basis in 8pt font on the back page of their ACH form. If you give them notice 363 days that you want to terminate, they will still charge you for the entire year. Oh, by the way, that's over $2,500!
Financial advisors are held to a higher standard of integrity and business practice than this, so why not our vendors? Avoid this company at all costs. Bush league product (eMoney is far superior and not that much more) and untrustworthy salespeople and customer service reps.
This company is terrible. The sales people are dishonest, they lie to you. They told me that I could cancel my account at any time. Then they tell you that you are in a 3 year contract and you have to buy the account out. If they knew they had a good product they wouldn't lock you in for 3 years in a hidden contract. Plus the software is to use. Every time you want to edit a client profile you have to restart the whole profile. I would not recommend this company to anyone. I hope this helps and saves someone else the trouble I had to go through!!!!!!!
Advicent Solutions is a leading provider of financial planning software solutions for financial services firms. The company's flagship product, NaviPlan, is a comprehensive advisor software that can scale for any client need – from simple retirement planning to ultra high-net-worth estate planning.
With over 20 years of experience in the industry, Advicent Solutions has established itself as a trusted partner for financial advisors and institutions around the world. The company's mission is to empower advisors with innovative technology that helps them deliver better outcomes for their clients.
One of the key features of NaviPlan is its ability to provide personalized financial plans based on each client's unique circumstances. The software takes into account factors such as income, expenses, assets, liabilities, and goals to create a customized plan that meets the client's needs.
In addition to its core financial planning capabilities, NaviPlan also offers advanced analytics tools that allow advisors to analyze different scenarios and make informed decisions about their clients' portfolios. This includes stress testing tools that simulate market conditions and help advisors identify potential risks in their clients' investments.
Another important aspect of Advicent Solutions' offering is its commitment to data security and privacy. The company uses state-of-the-art encryption technologies and follows strict data protection protocols to ensure that all client information remains secure at all times.
Overall, Advicent Solutions is an industry leader in providing innovative financial planning software solutions for both large and small financial services firms. With its powerful advisor software platform and commitment to data security and privacy, it has become a trusted partner for advisors around the world who are looking to deliver better outcomes for their clients.
advicentsolutions.com
