Long Island, NY-based wealth management firm integrating NaviPlan® as cornerstone for client-advisor technology platform
Advicent, a leading provider of financial planning technology, has confirmed their partnership with Lighthouse Financial Network, LLC, a wealth management firm with over $1.5 billion in AUM and a member of Signator Investors Inc. The Long Island-based wealth management firm had been evaluating technology options to better equip their 70-strong advisor workforce. After a careful search, Lighthouse Financial Network chose to incorporate the NaviPlan financial planning software from Advicent as a way to bolster client-advisor collaboration and supply their advisor force with philosophically-aligned technology.
Headquartered in Melville, NY, Lighthouse Financial Network serves pre-retiree and retiree clients and provides comprehensive financial planning services, such as wealth management, business succession planning, life insurance and long-term care insurance planning, estate planning, and more.
Athan Vorilas, president and managing partner at Lighthouse Financial Network, explained that technology tools like NaviPlan are core ingredients to a successful growth strategy, improving both the client experience and the advisors’ practice scalability. “At Lighthouse, it’s our mission to provide our clients with an unparalleled level of service. Incorporating NaviPlan will allow us to better communicate with clients; understand their real-time financial goals and obligations; and showcase our intention and capability to be their lifelong financial partner.”
The NaviPlan software is a flexible financial planning application used by countless financial professionals across the nation today that helps support and grow an advisor’s book of business. It provides a scalable, digital platform that bolsters communication with clients and provides a transparent and organized compilation of client goals and future plans, which is crucial in today’s regulatory environment. NaviPlan was among a number of technologies considered and was ultimately selected based on superior aggregation tools; ongoing training and support; Presentation Module for client plan presentation; and adaptability for advisors to integrate the technology into their client relationships.
In addition to using NaviPlan, Lighthouse Financial Network will implement Narrator® Clients, an interactive and collaborative client portal that allows advisors and their clients to connect seamlessly and proactively with 24/7 accessibility.
“It’s clear that Athan and the rest of his team dedicate themselves to providing truly holistic wealth management services,” said Angela Pecoraro, CEO at Advicent. “Our technology, coupled with their foundational philosophies, will allow Lighthouse Financial Network to enhance their service offerings and client relationships. We are thrilled to partner with a group like theirs that shares our vision for financial planning as an ongoing, active process.”
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 advicent.com or email firstname.lastname@example.org
About Lighthouse Financial Network
Lighthouse Financial Network is a member of Signator Investors Inc, powered by John Hancock Financial Network - a national network of independent firms with the experience and resources to help meet the needs of our clients. Our firm is located in Melville, NY and has an additional 10 affiliated offices within the metropolitan area. We provide financial guidance to clients across the country, each with unique financial needs.
Lighthouse Financial Network, LLC is independent of Signator Investors, Inc. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Adviser. 117-20170622-380188