Client experience and the power of scalability

February 14, 2018 by Jacob Erickson

An advisor talks with a client about his goals.

About the author

Jacob Erickson

Account executive

Jacob Erickson is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

As a financial advisor, providing unparalleled client experiences should be a top priority. Clients trust you to deliver the best financial plan for their personal goals and overall retirement plans. You need to deliver state-of-the-art financial plans and analysis.

As a result, you need powerful financial planning software to aid you in this process. By prioritizing client needs and experience, Advicent offers technology that will allow you to do everything that is required to be confident in the plan that you provide for your clients.

Each client has unique needs

Every client is different. Clients have different goals, aspirations, income levels, assets, and liabilities. A software solution that is flexible and scalable will allow you to be able to provide excellent service to your entire book of business.  

NaviPlan is capable of serving all of your clients. The software is incredibly adaptable, allowing you to work with your clients throughout their entire working career and into their retirement years.

You can start with very simple and easy retirement goals. As your client graduates through their career and starts to accumulate more assets, NaviPlan has the functionality to allow you to add onto current plans instead of starting from scratch. Using NaviPlan, you are able to work with your entire book of business all within one easy-to-use software solution.

Scalability is paramount

Much like its scalability, the flexibility of NaviPlan is unrivaled in the market today. NaviPlan allows you to provide service to all of your clients, regardless of their income level or financial goals. This allows you to keep each one of your client reports and plans relevant to each different client.

NaviPlan is well-suited for high-net-worth and ultra-high-net-worth clients, as it has the most robust detailed tax and estate planning engine on the market. This allows you to generate the most accurate projections possible.

Conversely, the quick forecaster assessments allow you to generate plans for different retirement goals for the lower income families and clients. This allows you to keep things simple when there is simply not a need for a comprehensive retirement plan. The overall flexibility of NaviPlan allows you to generate retirement plans for families of all sizes with varying goals.

NaviPlan offers incredible financial planning analysis, allowing you to provide excellent client service by delivering a precise plan to show them the steps to retirement. You are able to offer plans and advice for any retirement goal and any client that walks in your front door all within the same platform.

To learn more about increasing your ROI with financial planning technology, click here.