September 28, 2017
Advicent, the leading provider of financial planning technology, is pleased to announce the promotion of Anthony Stich to chief operating officer. In this role, Stich will lead the global operational strategy for the company. As Advicent continues to expand in the FinTech space, Stich’s promotion is aligned with the firm’s customer focus and business strategy to develop long-lasting partnerships with advisors and wealth management companies in the markets they serve.
Since joining the firm in August of 2015, Stich has quickly emerged as a thought leader in the industry and will seek to leverage his broader perspective in his new role. “As COO, I am looking forward to leading the charge on our customer experience,” says Stich. “At the end of the day, business is about relationships and we’re extremely focused on developing true partnerships with professionals who, in turn, can empower the financial lives of their clients. Given the rapidly growing demand for technology, I have become incredibly passionate about the Advicent mission to deliver next generation solutions and the flexibility that advisors and their clients deserve.”
Angela Pecoraro, CEO of Advicent, explains that Stich has been an integral part of the Advicent team over the last few years. In his previous role as vice president of global marketing, his forward-thinking approach helped propel the company to become an industry-leading financial planning platform. “Tony understands our global sales, go-to-market strategy, and customer satisfaction in a way that few executives can hope to,” Pecoraro says. “With his keen pulse on the industry, his elevated role will allow him to lead the strategy and operational best practices that will bring our global vision to life.”
In an industry environment that is ever-evolving, Advicent is hyper-focused on providing unparalleled technology services. “Financial technology is a dynamic space that requires a different approach,” says Pecoraro. “Tony embodies our company’s objective to remain the undisputed leader in the financial planning technology market. His creative vision and track record of building critical relationships for our firm underscore why we have great confidence in him in this expanded role.”
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning software which power our Narrator® Advisor dashboard and Narrator® Clients portal; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. To learn more, visit advicent.com or email firstname.lastname@example.org.