[June 15, 2016] |
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Advicent announced as finalist in 2016 WealthManagement.com Industry Awards for NaviPlan®, Figlo®, and Narrator® Connect
Advicent is pleased to announce that they have been named a finalist in
the 2016 WealthManagement.com Industry Awards. The awards recognize
companies and organizations that support financial advisor success in
categories such as "Financial Planning" and "Innovation" to inspire
further innovation and leadership in the industry.
NaviPlan®
and Figlo®,
along with Profiles make up the industry-leading planning tools which
Advicent offers, have been named as finalists in the "Financial
Planning" category. Advicent supports over 100,000 NaviPlan users in
North America and has brought Figlo, the clear market leader in the
Netherlands, to the North American market as well.
In the midst of workflow changes due to the impending DOL fiduciary
rule, transparency and trust are becoming more important than ever
before in the client-advisor relationship. Firms and advisors are
placing more focus on holistic financial planning as a way to ensure
meeting the fiduciary expectation set by the DOL Rule. These financial
planning solutions from Advicnt empower advisors with scalable tools
that leverage precise calculations to provide credible, trustworthy
advice that can be easily adapted throughout the client's changing
financial life.
Advicent consistently focuses on providing the most innovative tools to
the financial services industry, from financial planning tools to APIs. Narrator®
Connect from Advicent has been named as a finalist in the
"Innovation" category. Narrator Connect, a wildly popular technology
leveraged by many of our partners in Europe, utilizes API technology to
provide access to our powerful back-end calculations to create custom
digital experiences. This enables Advicent partners to develop unique
web experiences and seamless integrations between core technologies such
as financial planning, CRM, and portfolio management. In short, Narrator
Connect allows third parties to build fully-customized digital solutions
leveraging our industry-leading financial planning tools at the core.
"We focus heavily on innovation at Advicent, while maintaining an
industry-leading level of security in all of our products," said Phil
Cunningham, CEO of Advicent. "We believe in enabling advisors to provide
the best digital client experience possible while keeping financial
planning at the core."
About Advicent
Advicent is the leading provider of SaaS (News - Alert) technology solutions for the
financial services industry, servicing the world's largest financial
institutions. The Advicent product offering includes the NaviPlan®,
Figlo®, and Profiles™ financial planning applications which power our
Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase®
marketing communications tool; and the Narrator® Connect application
builder which unlocks the power of Advicent APIs. 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. Everything comes back to our core
mission-enabling everyone to understand and impact their financial
future. To learn more, visit advicentsolutions.com
or email [email protected].
View source version on businesswire.com: http://www.businesswire.com/news/home/20160615006455/en/
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