Mutual Financial Group has recently begun implementation of NaviPlan®, the most comprehensive financial planning software, to engage clients like never before
In January, Advicent, Inc., a leading provider of software tools for the financial services industry, announced that Mutual Financial Group will implement the latest version of its financial planning tool, NaviPlan. The partnership agreement will streamline the planning process for the financial consultants of Mutual Financial Group.
“We are excited to partner with Advicent,” stated Steve Dryer, president of Mutual Financial Group. “Gaining access to their robust financial planning software will allow us to increase the level of guidance and support we can provide to our clients, helping to better position them for future financial success.”
Mutual Financial Group sought to bring its financial planning infrastructure to a new technological level with advanced resources and the industry-leading tool from Advicent provided the ideal solution. The efficient user interface of NaviPlan makes it easy for advisors to plan recommendations and its sleek resources drive the discussion needed to recommend plans. This tool allows Bank Mutual to provide a comprehensive financial planning strategy to clients, with the ability to deliver service and resources tailored to a client’s wealth segment, generation and financial needs – whether insurance, investments, estate planning or holistic planning.
“Mutual Financial Group is an innovator when it comes to providing exceptional customer service and support to every type of client while arming their advisors with the necessary tools,” said Loren Brockhouse, senior vice president of sales at Advicent, Inc. “I believe this will be a great partnership and I am looking forward to Advicent partnering with Mutual Financial Group as they continue to grow.”
Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent Solutions product suite includes the NaviPlan®, Profiles™ and Figlo® financial planning tools, the Advisor Briefcase® marketing tool and the Narrator® application builder. 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. Our mission? To one day enable everyone to pursue this same goal. To learn more, visit advicentsolutions.com or email firstname.lastname@example.org.
About Mutual Financial Group
Mutual Financial Group, a wholly owned subsidiary of Bank Mutual, offers access to a wide range of insurance and investment products and strategies for a diverse population of mass-affluent and high net worth clients, including business owners, retirees and young professionals. Its parent company, Bank Mutual, was founded in 1892 and is the third largest bank headquartered in Wisconsin with assets at September 30, 2015 of $2.5 billion. Bank Mutual offers the advantage of local decision making, and provides financial strategies for personal, small business and commercial clients that add value above and beyond traditional banking. For more information, visit www.bankmutual.com.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of the Bank Mutual and are not endorsed, recommended, or guaranteed by Bank Mutual or any government agency. Bank Mutual and Mutual Financial Group are not registered broker/dealers and are not affiliated with LPL Financial. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.