As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater Advicent organization, our partners, and the industry. He leverages his decades of software development and product management experience to define business and product strategies, work directly with clients in providing technology solutions, and build product and service delivery organizations that deliver results while meeting regulatory requirements.
Like most Americans, all of us at Advicent have been paying close attention to the possible outcomes of Congress' recently proposed tax code legislation. As indicated by the unrivaled calculation engine that powers our software, we pride ourselves on accuracy. Because of this, we chose to refrain from comment until any finalized legislation was ready to clear both houses.
I recently discussed how financial advisors can increase their high-net-worth and ultra-high-net-worth client base in FA Magazine.
Our latest enhancements include new tax calculations to satisfy the changes made by the 2017 Tax Cuts and Jobs Act and an "explore your options" functionality now available in the NaviPlan client portal.
Our latest updates include enhancements to the NaviPlan client portal, tax updates, and report improvements.
Our latest enhancements include enhancements to client reports, the NaviPlan client portal, and the Presentation Module.
We’re thrilled to announce our latest round of enhancements that have been added to NaviPlan. In our latest release, we have introduced additional account types, improvements to client reports, state tax updates, and various other improvements.
We are excited to announce our latest release of NaviPlan® that has introduced a new Client Report Editor, improvements to the client portal, and more.
Our most recent release of NaviPlan® includes the latest federal and estate tax calculations to ensure the highest degree of accuracy for your clients’ plans.
We are excited to introduce our latest release of NaviPlan® which includes an entirely overhauled user interface, allowing advisors to leverage our industry-leading technology with greater ease of use than ever before.
With a major redesign to Presentation Module, NaviPlan now provides an even better digital experience for advisors and clients alike.
On April 15, we will be delivering the first of several remarkable updates to NaviPlan® that will be arriving this year. This new NaviPlan experience begins with an entirely overhauled user interface, which will allow users to leverage our industry-leading planning technology with greater ease of use than ever before.
Our latest update to NaviPlan introduces improvements to the Report Editor to allow for smoother compliance workflows, enhancements to the client portal, HSA contribution improvements, and state tax updates.
Our most recent update to NaviPlan includes visual enhancements of various reports and areas within the application, the ability to split surplus savings, and more.
Our latest release of NaviPlan includes the new Guided Retirement assessment, the retirement healthcare data integration, new qualified distribution options, additional visual enhancements, and more.
Our latest version of NaviPlan includes changes to retirement saving with the SECURE Act, updated tax calculations, dynamic reporting graphics, and client report improvements.
Our latest version of NaviPlan includes new client reports to support client estate planning needs.
The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.
Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.
Our latest release of NaviPlan distributes annual updates to tax and college expense data and provides miscellaneous updates.
Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.
With the passage of the Tax Cuts and Jobs Act, many financial professionals and consumers are concerned about the effects of this legislation on both personal and business finances.