Andrew has extensive experience in agile software development, He works with technical and business stakeholders to develop requirements for improvements to Advicent products and business processes. He also helps match technology solutions with business challenges. His professional interest are in international business development and product positioning strategy.
Allow me to set one thing straight before I jump in: This is not meant to ponder whether financial planning software can be delivered “as-a-Service.”
How do you feel about your firm’s ability to comply with Department of Labor’s fiduciary rule change?
Conversations about jobs—how they have been lost and whether they can be restored—dominated the public discourse in 2016. All signs indicate that this topic will continue to be important for the foreseeable future as well.
On August 25, Advicent held its fourth Innovation Summit focused on digital advice delivery and advisor best practices for the Canadian market.
Financial planning software and tools have traditionally been built as closed systems; however, as the need for client interaction with financial plans and advice becomes more critical, financial planning software is adapting by utilizing an open architecture that organizations can use in their digital strategies.