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.
Our latest version of NaviPlan includes new client reports to support client estate planning needs.
This article refers to the U.S. release of NaviPlan 20.1. To learn about the enhancements included for Canadian NaviPlan users, click here >
New client reports
The Estate Flowchart presents a visually appealing graph of how estate income flows to spouses, trusts, charities, and heirs. The flowchart simplifies the explanation of a client’s estate scenario, regardless of complexity.
Estate Planning Detailed Comparison
The Estate Planning Detailed Comparison compares a client’s estate for both their current and proposed scenarios side-by-side. This report gives clients instant insight into how changes in the proposed plan make big differences in minimizing their estate tax liability.
In this whitepaper, learn how FinTech can be implemented to solve the biggest pain points facing advisors in the areas of client engagement, advice delivery, and scaling advice complexity.