What can you build with Narrator Connect?

Institutions and FinTech innovators are building applications with Narrator Connect, including:

  • Automated goals based investment platforms
  • Lead generation and client onboarding applications
  • Integrated financial portals for clients with access to financial plans, personal financial management, account aggregation, document collaboration, and more
  • Advisor workstations and client collaboration tools

Total Digital Experience

From mobile to portals and more – meet clients wherever they want to interact with you.

Provide an experience that guides clients through any step of the planning process on any device—from identifying needs, to finding the right advisor and product, to setting goals. You can give clients one consistent experience from their first interaction with you to their last.

Narrator™ Total Digital Experience
Narrator Connect Financial Planning

Financial Planning

Narrator Connect provides full financial planning capabilities like wealth management and financial goal dashboards including retirement, education, and major purchases. It also provides investments and insurance tracking tools and personal financial management functionalities. Narrator Connect enables advisors to provide a fully customizable, integrated, and differentiated financial planning experience to clients.


Accelerate technology roadmap and increase your speed to market, enabling advisors to achieve growth goals through client acquisition and deeper relationships. Narrator connect provides ongoing access to APIs that are continually updated and maintained and enables custom solutions that work within a unique brand and technology environment. The platform is highly scalable and available and allows for the development of unique web experiences and tighter integration between core technologies such as financial planning, CRM, and portfolio management.

Narrator Connect Technology
Narrator™ Custom Tools

Your Custom Tools

Stop being bound to cookie cutter software and create your own tools to fit your unique needs.

Create your own arrangement of widgets or create custom widgets of your own with a system that supports external development. Use these widgets to create a fun experience that spurs your clients and prospects to continue moving through the application. Your story and your strategy are unique to you…why should your prospect experience be any different?


Decrease time to market and keep operating costs low with a completely configurable tool.

Narrator Connect is a complete front-office application, which means your operating costs are low and your time to market is fast. Compared to traditional customized projects, the configurability of the Narrator Connect tool can result in a savings of anywhere from 25 to 75%—this tool was built in just 4 months!

Narrator™ Configurability

Case Study: Zwitserleven

Zwitserleven, a European leading provider of life insurance and retirement solutions, wanted a solution that could help them meet compliance demands on pension communication—but also a solution that would go beyond that. They traditionally had a reputation of being exclusive to the wealthy and elderly, but they want to present themselves in a whole new way online to appeal to a younger crowd.

In order to meet their goals, we used Narrator Connect to create animations that were both fun and would inspire the customer to take action. Although they are entertaining, these tools are not just gimmicks. In fact, they are potentially one of the only channels available to get that much information up front from a consumer without a face-to-face meeting.

Although we relied on animation, the platform also needed to be sophisticated so that it did not alienate existing Zwitserleven clients. Together with Zwitserleven, we developed a tool that allows Zwitserleven’s clients to use their government-issued login (DigID) to enter all pension benefit data. After they enter some basic information, the tool incorporates calculations with a very simple interface. It is quick to use, gives instant feedback, and is, above all, intuitive—which every Internet user expects. These calculations solve Zwitserleven’s original issue of compliant communication by using data integration to make it simple and efficient instead of creating red tape.

This is what true differentiation is – it is not just changing colors or logos, but creating a truly unique client journey and digital client experience that spans the entirety of your firm’s interactions with an individual — from before they meet you to the experience they have in your office to the portal that they use to check in post-appointment.

With Narrator Connect, we were able to achieve all of this in only 12 weeks, helping keep client costs and turnaround time to a minimum.

Transform and deliver the digital client experience with Narrator Connect

Now that you are familiar with the efficiency and effectiveness of Narrator Connect, you too can begin transforming your practice and delivering a holistic digital experience from the beginning of the client journey to the very end.

An Advicent representative will reach out to you within two business days to learn more about your business and how we can build your unique solution.

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