Company Overview

Developing Software, Building Careers

Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Our product suite includes the powerful NaviPlan, Figlo, and Profiles financial planning software applications; the Advisor Briefcase marketing and communications tool; and the innovative NaviPlan and Figlo APIs, and the NaviPlan client portal. Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. 

Just like our industry, Advicent and its team always moves forward. Our mission is to enable everyone to understand and impact their financial future, and we accomplish that mission by relying upon the most innovative minds and perspectives to build our passionate, winning culture. At Advicent, we believe that people are the greatest asset any technology company can have, so we support our employees with competitive pay, a comprehensive benefits package, and opportunities for professional growth.

Company Summary
Advicent Solutions
Number of Employees
(855) 890-5900
10700 W Research Dr Ste One
Milwaukee, WI