As director of marketing, Matt oversees the breadth of go-to-market initiatives for Advicent, including product marketing, lead generation, and public relations. Drawing from a nearly decade-long background at Advicent, Matt works closely with the sales, product development, and executive teams to successfully align Advicent products with the evolving business needs of the financial services industry.
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Advicent is excited to share that it has been named a finalist for the WP Readers’ Choice Award for Service Provider of the Year as part of the 2020 Wealth Professional Awards. Now in its sixth year, the Wealth Professional Awards is the leading independent awards event for the wealth management industry designed to recognize excellence and highlight the outstanding achievements of those in the business.
The Service Provider of the Year award acknowledges those with a proven track record of providing both advisors and organizations with the superior service and assistance needed to perform their duties. Not only does the award criteria consider those who demonstrate a unique value proposition and major strengths amongst industry competition, but also those who have consistently innovated and shown how they stay ahead of the curve for the betterment of the industry.
For us at Advicent, this award criteria represents more than a set of required qualifications to be considered. Rather, it reinforces our mission to empower everyone to understand and impact their financial future. We take great pride in creating the tools necessary for advisors and organizations to provide their clients with the advice necessary to navigate the financial complexities of life.
With NaviPlan, the most precise financial planning tool in the market, we provide advisors with the full set of resources they need to best serve any client who walks through their door. With tools such as the NaviPlan client portal, advisors can take the connection clients have with their advice to a new level, without sacrificing comprehensiveness. To help serve business owners in Canada, NaviPlan has seen a number of enhancements to the Private Corporation planning module, such as the addition of Operating Companies. One of our latest additions to the NaviPlan platform was the introduction of NaviPlan Guided Retirement, which helps advisors provide visually engaging financial needs analysis after entering only one data point – income. By leveraging smart assumptions and integrations, advisors can quickly demonstrate the value of financial planning to clients and prospects and make their advice more accessible to a greater set of the investor population.
As these unprecedented times continue onwards, Advicent is here to help advisors remotely connect with their clients by offering the NaviPlan client portal for free through 2021. The NaviPlan client portal helps mitigate the impact on advisory practices during these times—and enable investors to fully understand, and act upon, their financial plans in concert with their trusted advisors. For more information on this offer, click here.
Advicent is honored to be selected as a finalist for the Wealth Professional Readers’ Choice Award for Service Provider of the Year, and we look forward to the awards gala, now scheduled for September 30, 2020. Thank you to the entire Wealth Professional team for organizing these awards for the sixth year running, and best of luck to the fellow finalists.
For more information on the NaviPlan financial planning platform, click here >