Articles by Alex Peter

About the author:

Alex Peter

Product marketing strategist

Alex began his career at Advicent as a mid-market business development representative. He now divides his time between assisting his team and working with enterprise clients. Alex is passionate about FinTech and creating success for his team.

A vision for the advisor firm of the future

Almost every industry is undergoing a sort of metamorphosis, whether it is automation in manufacturing, home delivery meal kits, or stores that automate the checkout process; these are all driven by the consumer revolution.

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Integrating your business operations with ours

In my role, I have the opportunity to participate in internal strategy calls to discuss how we will provide value to our clients and prospects. The prospects that we engage with have voiced concerns regarding the calculation engines, tax data update schedules, adoption rates of user portals, and the ability to showcase their unique value proposition with their current technology stack.

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The Narrator story: telling your story

The Narrator® line is the newest in the Advicent product suite. Originally, Narrator was part of Figlo® and was originally labeled as Figlo Studio. For the purpose of conciseness, this article will focus on the different products in the Narrator line, as well as how they fit in the market.

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Top 5 wealth management trends in 2018

The financial services industry experienced many shifts and regulations changes in 2017. As financial professionals navigate their way through effects of last year’s trends, the financial services and FinTech industries show no signs of slowing down this year.

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