Advicent expands senior leadership team to accelerate delivery of NaviPlan enhancements

September 10, 2018

Industry veterans Michelle Bruce and Paul Raisanen bring decades of program management and analytics experience to strategic product initiatives

Advicent, an industry-leading financial technology provider, announced today that two industry veterans have joined its senior leadership ranks to inform and expedite the delivery of several transformative enhancements that are currently in development for the company’s NaviPlan platform. Michelle Bruce joins as director of strategic programs, and Paul Raisanen joins as senior director of analytics.

“These two new roles will support our long-term objective of evolving the financial planning experience while providing unprecedented value to our partners, their advisors, and ultimately their clients throughout North America,” Advicent CTO John Heinen said. “Michelle and Paul bring an incredible breadth of financial planning and FinTech experience to the business as well as a passion for engaging with our team and our partners to ensure tangible results.”

Michelle Bruce named director of strategic programs

Michelle BruceBruce comes to Advicent with a well-established financial services background and a focus on program management. Throughout her 13-year tenure at Northwestern Mutual, Bruce drove the successful execution of numerous strategic initiatives centered on investment products and services. 

In her role at Advicent, Bruce will leverage her proven program management abilities to accelerate go-to-market strategies around several product initiatives. 

“I was drawn to Advicent by its strong leadership and its forward-looking prowess in the rapidly-changing financial technology industry,” Bruce said. “With an exciting transformation underway, I’m thrilled by the opportunity to contribute to the future of financial advice.”

Paul Raisanen named senior director of analytics

Paul RaisanenRaisanen’s analytics experience stems from over 16 years in the financial services and technology industries. Prior to joining Advicent, Raisanen served as systems director at FIS where he played an integral role in sales, development, business intelligence, and analytics.

At Advicent, Raisanen will establish a metric-driven planning experience, fundamentally reimagining how firms and advisors leverage intelligent data learning to advance every client’s understanding and navigation of their financial future.

“As one of the most established providers of financial planning technology, Advicent holds a wealth of data that can enhance the experiences for both firms and their clients. I look forward to uncovering creative, actionable insights and delivering new data-validated functionality to the market in coordination with our newly-expanded product development team,” Raisanen said.

About Advicent

Advicent is the financial planning technology provider of choice for over 100,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms. Our decades of experience empower Advicent to create scalable financial planning software; compliance workflow management solutions; fully branded client experiences through industry-leading APIs; and superior cash flow and goal-based calculations. Advicent products are designed to satisfy the needs of every investor and are used in firms of all sizes. 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 marketing@advicent.com.