Brian is responsible for platform technology solutions and strategic integration partnerships at Advicent. For 15 years, Brian has worked in FinTech product development, successfully aligning technology and architecture to meet the business objectives of financial organizations.
With a redesigned user experience, the latest release of the NaviPlan client portal will provide greater insight into any plan for both you and your clients.
Advicent hackathon participants were able to quickly and easily find ways to use our financial planning APIs to build unique and innovative solutions.
The 2017 TD LINC conference was eventful to say the least.