Free NaviPlan client portal access



Deliver a seamless digital experience.

Through 2021, access the NaviPlan client portal for free.


At Advicent, our mission is to enable everyone to understand and impact their financial futures. Given the extraordinary times, it has never been more important to make financial planning safe and accessible to the greater advisor community. With that in mind, Advicent has decided to make the NaviPlan client portal free to all new and current NaviPlan users through December 2021. Begin delivering a seamless digital experience with the NaviPlan client portal today.

Request free access to the NaviPlan client portal:

Free client portal access through December 31, 2021.

Offer announcement

Advicent CEO Angela Pecoraro discusses how NaviPlan will assist advisors during these unprecedented times with free access to the NaviPlan client portal through 2021 for all new and existing clients.

Client portal features