[July 11, 2016] |
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Advicent introduces Narrator® Clients powered by NaviPlan® in its latest release
Advicent is pleased to announce that their newest financial planning
portal, Narrator Clients, will now be powered by NaviPlan, as part of
the financial planning tool's latest version update. In addition to a
variety of powerful enhancements, the marriage of NaviPlan and the
Narrator Clients portal will enable a greater working partnership
between client and advisor, as well as increasing communication and
overall wealth management engagement.
"This is a monumental release for our NaviPlan financial planning
software," said Ted Trisco, product director at Advicent. "Not only did
we make client presentations and reports even more visually-driven and
easier to understand, but we also added the available integration with
our Narrator Clients portal to empower a collaborative client-advisor
relationship while keeping financial planning at the core."
Below are some of the enhancements you can expect in NaviPlan 16.1.
Narrator Clients powered by NaviPlan
For the first time in the history of NaviPlan, advisors can provide
their clients with a new way of viewing their financial plan results
with Narrator Clients powered by NaviPlan. Advisors are able to set up
and manage their clients with a unique username and password within the
Narrator Clients Portal. By submitting delivered plans to the portal,
the Narrator technology creates a richer digital planning experience
that advisors can offer their clients. Clients can then analyze their
results, develop questions for their advisors and gain confidence in the
results presented.
The interactive client portal from Advicent offers advisors and their
clients insight into their personal financial plan anytime, anywhere
with transparency and security. Narrator® Clients seamlessly and
proactively connects advisors to their clients throughout the client
journey with 24/7 accessibility and actionable analytics. To learn more
about Narrator Clients, click here.
Updated "Tracking Your Progress" client presentation
The "Tracking Your Progress" presentation provides the opportunity for
advisors and clients to use the NaviPlan Presentation Module technology
to collaboratively evaluate the steps taken in meeting their financial
goals. This powerful and time-saving presentation now includes
additional analysis for the Retirement, Education, Major Purchase and
Emergency Fund goals. These tools are paired with a brand new "Change in
Value of Investments" graph that makes it easier for clients to
understand how their assets have changed in alue since their last plan.
Additionally, a convenient table summarizing all goals with their
respective funding status has been added to the Retirement, Education,
Major Purchase and Emergency Fund slides.
"Net Worth Timeline (News - Alert)" client reports
This new "Net Worth Timeline" client report provides a colorful and
detailed graph tracking the course of an individual goal or entire
financial plan. These reports serve as great options for clients that
prefer visual representations of their accounts or cash flow over time.
Other updates
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As Advicent continues to increase advisor productivity, enhancements
were made to the User Preferences > Plan Settings to allow for
advisor-specific plan defaults. These enhancements cause commonly used
settings in Net Worth and Cash Flow to be automatically chosen
whenever a plan is created for a client. As always, these options can
be individually adjusted within the plan as desired.
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Updates were made to Morningstar capital market assumptions, risk
tolerance questionnaire and scoring, and the asset classifier database
for a more efficient integration.
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Microsoft's (News - Alert)® new default browser, Microsoft® Edge, is also now
supported in NaviPlan.
Upcoming webinars
To learn about more changes coming to NaviPlan in 16.1, we are hosting
upcoming webinars that will showcase the updates and allow for
questions. If you would like to learn more about any of the updates
mentioned, the U.S. webinar will take place on Monday, July 11 at 12:00
PM CST and the Canadian webinar will take place on Tuesday, July 12 at
12:00 PM CST.
Attendees can register for the webinars here:
You can also find recorded versions of the webinars after they take
place here:
About Advicent
Advicent Solutions is the leading provider of SaaS (News - Alert) 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 pursue this same goal. To learn more, visit advicentsolutions.com
or email [email protected].
View source version on businesswire.com: http://www.businesswire.com/news/home/20160711005824/en/
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