NaviPlan | Advicent

INSART » Fintech Integration Marketplace

NaviPlan | Advicent

Account Aggregation, Analytics, Financial Planning, Portfolio Management, Retirement Planning, Risk Profiling, TAMP, Tax Planning

About
Contacts
Products / Services
Integrations
Partnership
Get Integration

About

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number of clients and varying net worth. It includes retirement analysis of accumulations and distributions and comprehensive analysis of assets and liabilities, including debt.NaviPlan offers one of the most detailed cash management modules and visually superior side-by-side onscreen comparisons of investments, as well as Monte Carlo scenario simulations to help keep the information up to date.

Contacts

https://www.advicentsolutions.com/

sales@advicentsolutions.com

https://www.facebook.com/Advicent

https://www.linkedin.com/company/advicent-solutions/

https://twitter.com/Advicent

Products / Services

Financial Planning
Client Portal
Retirement Planning
Account Aggregation
Tax Planning
Asset Allocation
Risk Tolerance
Estate Planning
Insurance Planning
Monte Carlo Analysis
Cash Flow Planning

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

Integrations: 12

Partnership: 0

Albridge | BNY Mellon

Account Aggregation, Portfolio Reporting

Integrations: 5

Partnership: 0

AppCrown

Broker-Dealer Platforms, CRM, Custodial Platforms

Integrations: 9

Partnership: 0

Envestnet

Financial Planning, Portfolio Management, Portfolio Reporting, Proposal Generation

Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises...

Integrations: 16

Partnership: 0

Morningstar

Investment Research

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...

Integrations: 16

Partnership: 0

Morningstar Office

Portfolio Management

Morningstar Office helps advisors consolidate and improve their everyday routine by bringing together all aspects of an advisor's practice to...

Integrations: 7

Partnership: 0

NetX360 | Pershing

Account Aggregation, Analytics, Custodial Platforms, Cybersecurity, Document Management, Document Management, Financial Planning, Portfolio Management, Portfolio Reporting, Trading

NetX360 is a single point of access for professionals to manage their business and support their clients' needs by focusing...

Integrations: 9

Partnership: 0

OpenView Gateway | Schwab

Account Aggregation

The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 7

Partnership: 0

Quovo | Plaid

Account Aggregation

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 28

Partnership: 0

SmartOffice | Ebix

CRM

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most...

Integrations: 20

Partnership: 0

VEO One | TD Ameritrade

Custodial Platforms

Veo One brings your existing Veo Integrated third-party technology applications onto one platform to offer a complete view of your...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

Join Us

Get RSS

Youtube

X ( twitter )

Whether you are a founder, investor or partner – we have something for you.

For Founders

For Investors

For Partners