Private wealth advisory practice

This small, private wealth advisory practice manages an impressive $130 million of assets and works with clients one-on-one to help them achieve their financial goals. However, the practice's previous financial planning tools required significant time commitments to produce comprehensive plans and restricted advisors from growing the business. By adopting NaviPlan®, advisors were able to generate plans efficiently with stronger data and superior documentation, while still maintaining strong client relationships.

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How NaviPlan can help


Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.

A closer look at this firm's success with Advicent technology:

  • Increased revenue by up to $15,000 per client
  • Increased number of prospects by five percent
  • Increased prospect conversion rates by 30 percent
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Make every meeting a collaboration with Presentation Module in NaviPlan.