Our answer to DOL compliance
Advicent has identified eight unique functionalities within our technology offerings that can be leveraged to meet the compliance expectations and fiduciary standards set forth by the Conflict of Interest rule from the DOL.
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?