Alexandra Gregson
Bilingual Customer Service Representative at Advicent
Last Updated:
August 08, 2020
Wausau, Wisconsin, United States
Contact Information
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Company Information

Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world's largest financial institutions. The Advicent product offering includes the NaviPlan®, Fig...
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world's largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications; the NaviPlan® APIs; and the Advisor Briefcase® marketing communications tool. 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. Everything comes back to our core mission—enabling everyone to understand and impact their financial future. To learn more, visit advicent.com or email marketing@advicentsolutions.com. ----- Advicent Solutions is now the leading provider of SaaS technology solutions for the financial services industry. Our products include financial planning, goals assessment and marketing communications tools. Thousands of financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help build their foundations for success.
Location

10700 West Research Drive, Milwaukee, Wisconsin, United States, 53226

Contact Number

(855) 890-5900

No. of Employees

170

Revenue

$23.7M

Social Links

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Keywords

financial planning software, client portal, advisor analytics, apis, wealth management software, tax planning software, retirement planning software, estate planning software, insurance planning software, financial advisor software, monte carlo simulation financial planning software, financial planning fact finding, collaborative financial planning software, and annuity analysis, saas, computer software, information technology & services

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