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.
With a major redesign to Presentation Module, NaviPlan now provides an even better digital experience for advisors and clients alike.
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.