About the author:
As an Associate Business Analyst, Adam leverages his customer support experience to ensure that Advicent’s technology truly meets the needs and wants of advisors everywhere. A graduate of Marquette University, he currently resides in Milwaukee.
As advisors are pushed to take on more clients and provide each client with a more personalized experience, time efficiency in providing personalization becomes of paramount importance.
Our latest update to NaviPlan includes improved Morningstar updates and other miscellaneous enhancements.
Advicent Solutions is monitoring the impact and spread of the Coronavirus Disease 2019 (Covid-19). Advicent maintains business continuity, disaster recovery, and pandemic plans that are updated and tested annually.
When working with a Software-as-a-Service (SaaS) company, you are not only getting the tool itself, but also the full backing of the support department behind it.
Working as the Revenue Operations Lead, a big part of my job is finding new software to help our sales and marketing teams flourish. However, finding the best software fit can be extremely challenging.
Advicent senior product director Paul Raisanen discusses how advisors can navigate the use of data sources which will play an increasingly integral role in the success of financial plans moving forward.
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