Planning on data
There's no shortage of market data and scenario analysis for advisors to leverage in optimizing any given client's investment portfolio. But what sort of data sources are advisors leveraging to define the client's financial goals themselves? As fee-based services like financial planning gain greater adoption throughout the marketplace, data sources that can inform expenses – such as healthcare or education – will play an increasingly integral role in the success of individual plans. Advicent senior product director Paul Raisanen discusses how advisors can navigate this new world.
NaviPlan Prepares Advisors for the Third Wave of Financial Planning
Financial planning technology has long since evolved from spreadsheets and printed reports. However, a firm’s planning methodology can often remain heavily dictated by the software they use and the historically rigid cash-flow or goals-based models that these tools support. Advicent COO Anthony Stich explains how firm strategies, advisor workflows, and client expectations have evolved over the past ten years and how the next wave of financial planning practices will ultimately return greater financial planning autonomy to advisors.
Driving Technology Forward: Bringing Advisor and Client Closer Together
Bringing real data that in a way is both simple and easy for the client to understand has always been one of the main goals in the financial industry. John Heinen, Chief Technology Officer of Advicent talks about how the company's technology is advancing to bring the advisor; client relationship closer together, helping to solve problems and address needs of advisors by providing them tools to drive real value over to the clients.
Advicent Debuts Naviplan® Client Report Editor Enhancement for Enterprise Users at T3 Enterprise Conference
At this year’s T3 Enterprise Conference, Advicent, an industry-leading financial planning technology provider unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will be available to enterprise users of its flagship NaviPlan application in November 2018.
Partner Experience Program Takes on Software Challenges
Software providers are constantly being challenged in the FinTech space to deliver value beyond the platform itself through digital experiences. Advicent’s Anthony Stich and Tom Burmiester discuss how the new Partner Experience Program provides leverage for using best practices to solve challenges with minimum disruption to a business.
Advicent is Solving Challenges in the FinTech Space
Asset TV headed to the budding tech world in Milwaukee to catch up with Advicent experts. From Advicent’s director of financial planning, to the Chief Technology Officer and Chief Executive Officer, watch as they discuss how they’re helping to solve challenges in the industry while acting as a disruptor.
The Race to Vanilla
The financial planning software industry is rapidly changing. A lot of software firms are racing to push out simplified versions of tools. Hear how Advicent believes that's a disservice to the retirement public and how they're disrupting the space.
Empowering Advisors to Do More with Clients
With the retirement public changing, Anthony M. Stich — the Chief Operating Officer of Advicent — explains how advisors must embrace technology and how they should use hybrid advice.
Financial Planning Software for a Dynamic Industry
Advicent CEO Angela Pecoraro delves into the challenges and opportunities in the wealth management industry, explaining how Advicent helps people impact their financial futures through the software it provides. She also comments on the regulatory environment and consumer revolution, and how these factors have driven Advicent's mission and products.
The 2017 Advicent Innovation Summit
Anthony Stich, SaaS Global Marketing Leader at Advicent shares some of the highlights from this year’s Advicent Innovation Summit. He explains how the Summit was designed to provide industry professionals with the opportunity to network, learn from thought leaders, and exchange best practices.
Advicent’s Client Collaboration Tools
According to Advicent chief executive Angela Pecoraro, advisors want end to end solutions and technology that spans the entire spectrum of their advice process. She updates Asset TV on what Advicent is working on right now, including regular delivery of software and developing the interactivity of its tools.
Engaging Efficiently With Clients
Advicent Enterprise Account Executive Patrick Hannon comments on the streamlining of financial advising and how technology helps clients gain value. He explains his role with Advicent in helping advisors engage with clients more efficiently.