Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
2018 was a big year for NaviPlan® and featured four different releases that brought numerous new features and enhancements to our users. With the new year just around the corner, let’s take a look back at some of the highlights of our releases over the past 12 months.
Advicent is thrilled to share that chief executive officer Angela Pecoraro has been named to Investment Advisor’s 15 Top Women in WealthTech for 2020 list.
Advicent would like to congratulate our partner Janney Montgomery Scott for recently winning the 2018 WealthManagement.com Industry Award for Technology based on its utilization of NaviPlan® financial planning software.
With FinTech innovations such as robo advice and cryptocurrency constantly appearing in headlines, it makes sense to think that the days of the human advisor are numbered right? Not necessarily.
With client expectations evolving and the client experience undergoing alterations, advisors must learn how to connect with their clients and continue delivering engaging advice.
While the holiday season can get busy when serving last-minute client needs, do not forget about the importance of client outreach during this time of the year.
In this video, learn how to create a complete Retirement Objective Coverage report in just five minutes using NaviPlan starting in the Guided Retirement tool and promoting up to a level two plan.
At the recent T3 Advisor conference, Advicent COO Anthony Stich chats with FinTech TV’s Jenna Dagenhart on how leveraging technology to provide better plans is the magic bullet for advisors moving forward.
Processes surround us daily, whether you realize it or not. By defining your process and creating consistent workflows, you can remove the barriers between doing what you do best: delivering meaningful financial advice, demonstrating your gamma, and growing your practice.
We have entered a new, Third Wave of financial planning in 2019 where previously separate philosophies have started to merge and work alongside client-facing FinTech innovations to elevate the advice provided by advisors.
In today’s digital age, advisors are competing with much more than just the firm down the block. By leveraging innovations in planning technology and embracing opportunities created by AI, advisors can do far more, with far less.
Technology is the table stakes in this new era of financial planning, one where advisors must embrace innovation to move forward. But how does an advisor begin creating an effective digital strategy at their firm?