Advicent announces new partnership with Shareholders Service Group to provide innovative FinTech to advisors

May 30, 2017

Industry-leading technology from Advicent—NaviPlan® and Narrator® Clients portal—made available to RIAs that use the services of Shareholders Service Group

Advicent, the leading provider of financial planning technology, announced today a new partnership with Shareholders Service Group (SSG). Based in San Diego, SSG provides brokerage and custodial services exclusively for independent registered investment advisors and specializes in meeting their unique investment and technology needs.

In an effort to broaden the technology available to the financial advisors that conduct business with SSG, Dan Skiles, president of Shareholder Services Group, underwent a review process of the Advicent technology stack. During that review, the innovative enhancements and sheer scalability of NaviPlan—enough to empower advisors to serve every type of client and exceed their expectations—was two of the many reasons why Skiles agreed to the relationship. Through this new partnership, over 1,500 advisory firms that conduct business with SSG will have access to industry-leading technology from Advicent, including the NaviPlan financial planning software and Narrator Clients portal.

“We are focused on delivering personal service, open architecture technology and excellent value to independent RIAs, as well as introducing RIAs to solutions that ultimately help them surpass their clients’ expectations,” stated Dan Skiles, president at SSG. “Partnering with Advicent aligns perfectly with our mission and gives us the ability to offer more advanced financial planning tools to RIAs as we work toward helping clients achieve their financial goals.”

“SSG’s differentiated attention to providing advisors with the most advanced technology is well-aligned with our philosophy that holistic financial planning software enables professionals to better understand and impact their clients’ financial futures,” says Angela Pecoraro, CEO at Advicent. “We have the same vision of always striving for the financial success of our end users, and I am looking forward to partnering with SSG as they continue to deliver excellence to every client.”

This new partnership includes free access to both NaviPlan and Narrator Clients during an extended demonstration period, and then will be made available to all RIAs who conduct business with SSG at a substantial discount. Details of the extended trial period as well as webinars announcing the partnership and technology are available through Shareholders Service Group.

About Advicent

Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning software which power our Narrator® Advisor dashboard and Narrator® Clients portal; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. To learn more, visit or email

About Shareholders Services Group

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves over 1,500 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s.