NaviPlan demo at the In|Vest 2019 conference

August 29, 2019 by Kelton Corcoran

about the author:

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

At the recent In|Vest 2019 conference, Advicent chief technology officer, John Heinen, and vice president of financial planning, Tom Burmeister, presented two new NaviPlan capabilities: a guided retirement experience and financial planning APIs.

Advicent was one of 18 groups to demo at the conference and received the second highest score from a panel of industry judges. Their comments on the capabilities included:

“I don’t think that anybody gets that deep into talking about the phases of retirement and where the spending occurs – and that’s such a need…it will open up a deeper conversation that nobody’s having right now.”

-Dani Fava, director of innovation at TD Ameritrade Institutional

“I’ve been in the business a while and I can say that this is not your grandfather’s NaviPlan. I was really impressed by the visualization, the data, and the fluidity.”

-William Trout, head of wealth management research at Celent

“Given the state of technology and innovation and what some firms are doing that want to create their own end-user experience – powered by solutions of the back-end – kudos to you.”

-Tricia Haskins, vice president of digital strategy & platform consulting at Fidelity Institutional

Watch the full demo below:

To learn more about the capabilities of NaviPlan®, click here >

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