[January 30, 2019] |
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Advicent debuts new NaviPlan interface and retirement planning tool at T3 Advisor Conference
Angela Pecoraro, Chief Executive Officer for industry-leading financial
planning technology provider Advicent, demonstrated an entirely new user
interface for NaviPlan as well as a new retirement assessment tool
powered by NaviPlan during the 2019 T3 Advisor Conference. These two
major releases-both scheduled for 2019-support a long-term vision for
greater configurability provided to those leveraging the NaviPlan
platform.
This press release features multimedia. View the full release here:
https://www.businesswire.com/news/home/20190130005480/en/
The new NaviPlan user interface (Graphic: Business Wire)
Targeted for a Q2 release, NaviPlan will receive a top-to-bottom
modernization of its user interface. This overhaul will foster greater
ease of use among advisors without sacrificing the robust planning
functionality on which NaviPlan users rely.
"Our goal with this user interface revamp was to far exceed the visual
expectations of the modern-day advisor," Advicent Chief Technology
Officer John Heinen stated ahead of T3 Advisor Conference. "The new path
forward for our NaviPlan user interface will provide advisors with
greater confidence in client conversations and enable them to convey
comprehensive planning strategies with the utmost clarity."
In the interest of satisfying market demands for greater planning
configurability, Advicent also unveiled a new retirement planning
experience for NaviPlan - the first of many streamlined planning
workflows that the software provider will be bringing to market. Driven
by the industry-leading NaviPlan calculation engine, this new retirement
eature will enable advisors to begin retirement conversations with
minimal initial fact-finding.
"As the most comprehensive planning software available, we realized that
a necessary step toward greater configurability was to begin with
delivering a simplified tool to market that empowers greater planning
adoption across numerous lines of a firm's business," Heinen said. "We
cannot wait to share more details on how we will expand upon this
foundation throughout 2019 and beyond."
CEO Pecoraro outlined a sea change currently underway across the
financial planning industry - a new era that she believes will be
defined as the Third Wave of Financial Planning.
In the CEO's Wednesday session at T3, "Embrace the Third Wave of
Financial Planning," Pecoraro reflected on the evolutionary advancements
to financial planning methodology over the past several decades and how
NaviPlan, the flagship planning software for Advicent, will uniquely
equip advisors to accommodate a diverse range of demographic and
planning strategies.
"Both financial planning as a service and financial planning software
continue to saturate every segment of our industry," Pecoraro said. "We
know that numerous firms are still leveraging multiple pieces of
software to satisfy multiple planning strategies. We will advance our
core planning functionality to accommodate a range of strategies
tailored for a range of client demographics."
According to Pecoraro, this Third Wave is defined by three attributes: a
greater synthesis between the cash flow and goals-based models that
defined the prior two waves of planning; increased adoption of planning
software that provides greater autonomy and configurability to advisors
in regards to how they plan; and a proliferation of planning experiences
that manifest themselves across numerous digital touchpoints without
sacrificing plan comprehension.
"Planning technology won't advance by sacrificing comprehensiveness,"
Pecoraro said. "It will evolve by reimagining how firms obtain and
engage with the data required to develop comprehensive plans."
About Advicent
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 [email protected].
View source version on businesswire.com: https://www.businesswire.com/news/home/20190130005480/en/
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