Differentiate your practice with the Narrator® Advisor dashboard. With access to dynamic analytics and a comprehensive client summary, you will not miss a beat in the client-advisor relationship. This dashboard provides advisors with powerful analytics and business intelligence capabilities to proactively serve clients with valuable updates and recommendations. Save time and build stronger client-advisor relationships with the holistic insight Narrator Advisor provides when the client needs it most.
This dashboard gives the advisor a window into their clients' financial behaviors and enables the advisor to support other aspects of the client-advisor relationship with various features in Narrator Advisor, including management of the Document Vault.
Learn more about our integration partners.
Narrator Clients and Narrator Advisor, powered by Figlo®, include account aggregation capabilities through Quovo. This integration, along with the secure cloud-based Document Vault, fosters an easy and collaborative exchange of necessary information between the advisor and client. The time you save with these capabilities gives you the opportunity to consistently engage with clients and scale your business in the process.
The Document Vault provides a convenient centralized and secure area for ongoing support of the client-advisor relationship and the financial plan.
For more information, visit our Narrator Clients page.
Narrator Advisor is a data-driven platform that provides insight into the book of business of a firm or advisor by leveraging client data and cash flow behaviors. You can now easily track advisor and client activity from the dashboard to ensure regulation compliance. These analytics are presented in easy-to-read graphics, allowing you to evaluate and build business intelligence around your client communication and prospecting strategies.
Click here for more information about how Advicent tools can be leveraged in your DOL compliance strategy.