Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
Advicent would like to congratulate our partner Janney Montgomery Scott for recently winning the 2018 WealthManagement.com Industry Award for Technology based on its utilization of NaviPlan® financial planning software.
As one of the top U.S. broker-dealers, Janney has been in operation for nearly two centuries providing wealth management, financial planning, and investment banking services to over 135,000 households across the country. Janney has proven to be an industry leader in providing holistic financial advice, which Director of Wealth Planning, Jessica Landis, said is “a great differentiator that adds significant value to our firm.”
“We couldn’t be more excited to see Janney Montgomery Scott be recognized for the tremendous work they do in providing truly holistic advice for their clients. They have been an excellent partner to work with and are beyond deserving of this prestigious honor,” said Advicent COO Tony Stich.
Since first implementing NaviPlan in 2017, adoption of the tool has continued to increase among Janney’s advisors and branches. Advisors have reduced time spent on reporting by 98 percent and increased the number of plans completed by 100 percent in year one and 50 percent in year two. “Janney serves as a textbook example of how to incorporate financial planning and the outstanding impact it can have in helping clients achieve their goals,” added Tom Burmeister, director of financial planning at Advicent.
To learn more about Janney’s business challenges and successful implementation of NaviPlan, view the case study here.