Advicent provides easy-to-use technology that is scalable to meet the needs of any client. Reduce costs and save time by creating a streamlined planning process that empowers collaboration in the client-advisor relationship. By utilizing innovative Advicent technology throughout the client journey, advisors remain competitive in today’s market by exceeding client expectations.

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The effects of insufficient technology

Digital attrition is not a new term, but it is relatively new to the financial planning industry. Why is digital attrition something which should concern you? Sixty-six percent of high-net-worth individuals, globally, would leave their wealth manager due to a lack of integration between digital and traditional channels (Capgemini, 2016). These percentages will only increase over time as Generation X and Millennials continue to accrue wealth and begin to realize the importance of retirement planning. If you do not begin to utilize technology in your core offerings, your customers will leave and you will be hard-pressed to attract replacements.

Are you prepared to meet the expectations of a growing number of consumers? FinTech tools now provide ways for you to save time on data entry, client communication, and plan creation. However, many independent advisors struggle with making room in their budget to implement new technology and compete with larger institutions.

Advicent is the answer

Advicent empowers independent advisors to provide a digitally-responsive, integrated experience to clients in an extremely competitive industry. We provide a client portal experience and an advisor dashboard experience that work with both Figlo®, a powerful goal-based financial planning tool, and NaviPlan®, the industry-leading cash flow management tool.

Advicent offers a new digital experience for both you and your clients, putting financial planning at the core. Our client portal solution, Narrator® Clients, shatters industry expectations of user experience, ease of use, integration (account aggregation powered by Quovo), and price. Additionally, Advicent planning tools allow advisors to easily onboard new clients by decreasing data entry and plan creation time, as well as enabling consist client communication through Advisor Briefcase® marketing communications tool. Do not be a statistic to digital attrition. Get ahead of the curve; Advicent is giving you the chance. 

Click here to learn more about how technology from Advicent not only empowers advisors to exceed client expectations, but also can be leveraged for DOL compliance.

Tools to consider

Figlo is a goal-based financial planning application with the flexibility of cash flow planning. It empowers advisors to engage clients at each stage of the relationship with client-centric financial planning technology.

NaviPlan is the financial services industry leader for detailed tax planning, advanced solutions, and ultra high-net-worth clients, yet it is flexible enough to produce quick, goal-based assessments on the fly.

Narrator Clients enables firms to provide an exceptional digital client experience through 24/7 access to the financial plan, increased client-advisor collaboration, and an easy-to-use interface.

Advisor Briefcase allows you to educate your clients with real-time information while leveraging technology to deepen relationships and promote efficiency.


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Key benefits of an Advicent partnership

Advicent, with our decades of financial planning experience, has the knowledge and implementation strategies in place to solve for the needs of 12 of the top 25 north American banks and seven of the top 10 U.S. insurance companies. We have become the premier financial planning technology firm with the skill and agility to scale our solutions and allow firms of all sizes, from independent advisors to large enterprise firms, to tell their own unique story while empowering business growth.

How to remain relevant to your customers in 2020

How to remain relevant to your customers in 2020

Download our whitepaper today to learn more about how you can proactively prepare to serve consumer trends that have already begun and those that will be emerging in the near future.

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