Personal financial management, account aggregation, client portal, document vault, and more – all included with the next product release from Advicent
The Consumer Revolution has forever changed client expectations. Advisors are not providers anymore; they are now partners with their customers. Advicent identified this trend and has the answer for creating a collaborative and comprehensive financial planning experience for each client from start to finish. At the 2016 Technology Tools for Today T3 Conference in Fort Lauderdale, FL, Advicent will showcase a new set of tools to arm advisors for success among changing client expectations.
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New tools from Advicent will allow advisors to create a holistic planning experience
Narrator Clients from Advicent will include a client portal, account aggregation, Personal Financial Management (PFM) tool, business intelligence, a plethora of powerful financial tools, and most importantly, a state-of-the-art user interface for both the advisor and consumer. The financial planning industry is demanding tools allowing advisors to gain insight into the full financial situation of each client, and Advicent is answering with this suite of new products.
Narrator Clients introduced during “Creating a High Impact Digital Strategy with Advicent”
Phil Cunningham, CEO of Advicent, will present on Wednesday February 10th at 2:20–3:00 PM in Caribbean Salon I-III about creating impactful digital strategies using these new tools from Advicent to be successful in this changing business environment. “Clients are demanding a collaborative approach to financial planning and advisors are looking for tools to keep up,” stated Cunningham. “Our comprehensive financial planning technology solutions allow advisors to not only meet, but greatly exceed, client expectations at every turn and we are looking forward to arming advisors with tools be successful both today and in the future.”
Demo Narrator Clients live at Advicent booth and then network all night
Visit us throughout the conference at Booth 505/507 for live demos of the new generation of first-class financial planning tools from Advicent. In addition to providing powerful insights into digital financial planning strategies, Advicent will be hosting a beach party for conference attendees:
- FinTech Beach Bash
- Thursday, February 11 at 6:00 –9:00 PM
- Ocean View Terrace at the Marriott
- Featuring a DJ, burger slider bar and passed appetizers, 6:30 PM and 7:30 PM Fire Dancer performances
- Sponsored by Redtail, Laser App, Riskalyze, Morningstar, and SS&C Advent
Stay in touch with Advicent and receive live updates from the conference by following us on Twitter @AdvicentFP and#T32016.
To learn more about any of the conference events hosted by Advicent, the new products being announced, or to learn more about Advicent Solutions financial planning and marketing communications solutions, please firstname.lastname@example.org.
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 achieve this same goal. To learn more, visit advicentsolutions.com or email email@example.com.