Narrator Clients Spring update
Our best-in-class client portal just got better. Now featuring the Financial Profile fact finder and account aggregation, Narrator Clients is better equipped to enhance client relationships than ever before.
Announcing our new partnership with Janney
Janney to utilize the NaviPlan® financial planning software along with our Presentation Module to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduciary standards.
Don’t let off-the-shelf software dictate your engagement model. With Advicent APIs, you can deliver custom financial applications to acquire clients, deepen relationships, and improve efficiency.
Technology and the new fiduciary standard
Financial advisors expect to rely more heavily on technology solutions to comply with the new fiduciary rules. But are their current systems up to the task?