As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater Advicent organization, our partners, and the industry. He leverages his decades of software development and product management experience to define business and product strategies, work directly with clients in providing technology solutions, and build product and service delivery organizations that deliver results while meeting regulatory requirements.
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The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.
This article refers to the U.S. release of NaviPlan 20.2. To learn about the enhancements included for Canadian NaviPlan users, click here >
NaviPlan client portal - Recommended Plan
The NaviPlan client portal now supports Recommended Plan functionality. This feature allows advisors to show clients how implementing different strategies can impact their financial goal success within the portal. Clients can apply further “what-iffing” enhanced by advisor recommendations.
In this whitepaper, learn how FinTech can be implemented to solve the biggest pain points facing advisors in the areas of client engagement, advice delivery, and scaling advice complexity.