Advicent is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future. 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.