Industry-leading financial planning solutions and API-driven tools empower advisors to provide an exceptional digital client experience
Advicent is pleased to announce that they have been named a finalist in the 2016 WealthManagement.com Industry Awards. The awards recognize companies and organizations that support financial advisor success in categories such as “Financial Planning” and “Innovation” to inspire further innovation and leadership in the industry.
NaviPlan® and Figlo®, along with Profiles™ make up the industry-leading planning tools which Advicent offers, have been named as finalists in the “Financial Planning” category. Advicent supports over 100,000 NaviPlan users in North America and has brought Figlo, the clear market leader in the Netherlands, to the North American market as well.
In the midst of workflow changes due to the impending DOL fiduciary rule, transparency and trust are becoming more important than ever before in the client-advisor relationship. Firms and advisors are placing more focus on holistic financial planning as a way to ensure meeting the fiduciary expectation set by the DOL Rule. These financial planning solutions from Advicent empower advisors with scalable tools that leverage precise calculations to provide credible, trustworthy advice that can be easily adapted throughout the client’s changing financial life.
Advicent consistently focuses on providing the most innovative tools to the financial services industry, from financial planning tools to APIs. Narrator® Connect from Advicent has been named as a finalist in the “Innovation” category. Narrator Connect, a wildly popular technology leveraged by many of our partners in Europe, utilizes API technology to provide access to our powerful back-end calculations to create custom digital experiences. This enables Advicent partners to develop unique web experiences and seamless integrations between core technologies such as financial planning, CRM, and portfolio management. In short, Narrator Connect allows third parties to build fully-customized digital solutions leveraging our industry-leading financial planning tools at the core.
“We focus heavily on innovation at Advicent, while maintaining an industry-leading level of security in all of our products,” said Phil Cunningham, CEO of Advicent. “We believe in enabling advisors to provide the best digital client experience possible while keeping financial planning at the core.”
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power our Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Everything comes back to our core mission—enabling everyone to understand and impact their financial future. To learn more, visit advicentsolutions.com or email firstname.lastname@example.org.