Priority Financial Group has recently begun implementation of NaviPlan®, the most comprehensive financial planning software in the industry, to engage clients like never before
In March, Advicent, a leading provider of software tools for the financial services industry, announced that Priority Financial Group will implement the latest version of its financial planning tool, NaviPlan. The partnership agreement will provide Priority Financial Group customers with a better client experience through quicker delivery of plans, and the most powerful and flexible planning technology in the industry.
“We are focused on delivering quality advice through quality advisors for the direct benefit of our clients,” stated Stacy Vanderwerp, chief compliance officer, PFG Advisors. “Partnering with Advicent aligns perfectly with our mission and gives us the ability to offer more advanced financial planning tools to clients as we work towards helping them achieve their financial goals.”
Priority Financial Group sought to implement a more advanced financial planning experience for clients with best-in-class FinTech resources, and the innovative tool from Advicent provided the ideal solution with its superior output and capabilities. As the most in-depth and precise financial planning application in the industry, NaviPlan empowers Priority Financial Group to provide a holistic financial planning strategy to clients, with the ability to deliver plans and resources tailored to the unique needs of each client.
“Priority Financial Group brings an incredible amount of insight and experience in the financial services industry to the advisors and financial institutions it serves,” said Loren Brockhouse, senior vice president of sales at Advicent, Inc. “We have the same vision of always striving for the financial success of our end-users, and I am looking forward to partnering with Priority Financial Group as they continue to deliver excellence to every client.”
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent Solutions product suite includes the NaviPlan®, Profiles™ and Figlo™ financial planning tools, the Advisor Briefcase® marketing tool and the Narrator™ application builder. 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. Our mission? To one day enable everyone to pursue this same goal. To learn more, visit advicentsolutions.com or email firstname.lastname@example.org.
About Priority Financial Group
Priority Financial Group (PFG) is a nationally recognized financial services firm that focuses on building investment services programs, and enhancing health and wealth product offerings for both financial institutions and advisors. Our team of experienced professionals brings more than 150 years of collective experience in the investment, estate planning, retirement, and insurance industries. PFG currently serves approximately 20 credit unions and 50 advisors nationwide.