October 29, 2019
Advicent has rolled out new APIs in NaviPlan® allowing financial services firms to create self-directed planning experiences for existing and prospective clients.
Announced and demonstrated today during the T3 Enterprise Conference at the Marriott Harbor Beach Resort & Spa in Fort Lauderdale, Fla., the innovative APIs are Advicent’s latest updates designed to help financial advisors strengthen digital engagement with clients and prospects. For more information, please visit https://www.advicentsolutions.com/en/products/self-directed-financial-planning-software.
Using NaviPlan’s self-directed planning APIs, advisors can build a variety of customized digital experiences for clients and prospects. These experiences, powered by NaviPlan’s industry leading calculation engine, can include:
Within these guided digital experiences, clients and prospects can utilize planning tools such as:
Every digital experience ends with a call to action encouraging investors to contact their advisor.
“In order to adapt and thrive in today’s evolving marketplace, advisors need technology that changes how they obtain, and interact with, the data required to create comprehensive financial plans,” said John Heinen, Chief Technology Officer of Advicent. “We continue to develop innovative solutions which reimagine the planning process and the client experience—and deliver the comprehensive, actionable advice that drives long-term value for advisors.”
Advicent is the financial planning technology provider of choice for over 140,000 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 firstname.lastname@example.org.