Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.
“Maximizing ROI with minimal disruption to the business”
FinTech TV, the leading video platform for financial services professionals, recently highlighted Advicent in a segment covering FinTech adoption in enterprise companies.
In the segment, Chief Operating Officer Anthony Stich and director of financial planning Tom Burmeister discuss the evolving technology needs of enterprise companies and how Advicent’s Partner Experience Program solves business challenges with seamless integrations.
Check out the full video below:
To learn how one of the top U.S. broker-dealers accelerated growth through a centralized planning strategy with NaviPlan, click here.