Advicent

Advicent is the leading provider of SaaS 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 software which power our Narrator® Advisor dashboard and Narrator® Clients portal; 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 marketing@advicentsolutions.com.

  1. FA Profession

    Advisors: Your Value Prop Can Attract High Net Worth Clients

    Advisors looking to attract wealthy clients need to demonstrate their unique value proposition.
  2. FA Profession

    Preparing Millennials for Home Ownership (or Not)

    Advisors need to consider why Gen Y approaches home ownership differently than other generations.
  3. FA Profession

    Financial Advice Using the "As-a-Service" Model

    Does a technology-based business model make sense in the financial advice arena?
  4. FA Profession

    5 Ways Your Software Might Not Meet Fiduciary Standards

    Many advisors are finding their technology doesn't meet their needs to uphold a fiduciary standard.
  5. FA Profession

    How Tech Is Improving the Advisor's Sales Process

    Advisors should learn to balance personal service with the convenience that technology provides.
  6. FA Profession

    The Importance of Client Journey Mapping

    Mapping an effective client journey helps engage clients and provides effective services.
  7. FA Profession

    The DOL's Fiduciary Rule Requires a Holistic Approach

    Here's why complying with the DOL's fiduciary rule should begin with a holistic approach.
  8. FA Profession

    DOL Rule or Not, There's a New Fiduciary Expectation

    What does the election mean for the new fiduciary standard?