about the author:
Kelton Corcoran
Content marketing specialist
Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
August 29, 2019 by Kelton Corcoran
about the author:
Kelton Corcoran is a 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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