About the author: Adam Ballent Associate business analyst As an Associate Business Analyst, Adam leverages his customer support experience to ensure that Advicent’s technology truly meets the needs and wants of advisors everywhere. A graduate of Marquette University, he currently resides in Milwaukee.
Balancing personalization and efficiency As advisors are pushed to take on more clients and provide each client with a more personalized experience, time efficiency in providing personalization becomes of paramount importance. Read More
Product update | NaviPlan 20.3 release Our latest update to NaviPlan includes improved Morningstar updates and other miscellaneous enhancements. Read More
A letter from the CEO regarding the Coronavirus (COVID-19) Advicent Solutions is monitoring the impact and spread of the Coronavirus Disease 2019 (Covid-19). Advicent maintains business continuity, disaster recovery, and pandemic plans that are updated and tested annually. Read More
How your business benefits from Advicent support When working with a Software-as-a-Service (SaaS) company, you are not only getting the tool itself, but also the full backing of the support department behind it. Read More
The long-term value of early client touchpoints Working as the Revenue Operations Lead, a big part of my job is finding new software to help our sales and marketing teams flourish. However, finding the best software fit can be extremely challenging. Read More
Video | Planning on data Advicent senior product director Paul Raisanen discusses how advisors can navigate the use of data sources which will play an increasingly integral role in the success of financial plans moving forward. Read More