Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
2018 was a big year for NaviPlan® and featured four different releases that brought numerous new features and enhancements to our users. With the new year just around the corner, let’s take a look back at some of the highlights of our releases over the past 12 months.
Advicent would like to congratulate our partner Janney Montgomery Scott for recently winning the 2018 WealthManagement.com Industry Award for Technology based on its utilization of NaviPlan® financial planning software.
With FinTech innovations such as robo advice and cryptocurrency constantly appearing in headlines, it makes sense to think that the days of the human advisor are numbered right? Not necessarily.
While the holiday season can get busy when serving last-minute client needs, do not forget about the importance of client outreach during this time of the year.
We have entered a new, Third Wave of financial planning in 2019 where previously separate philosophies have started to merge and work alongside client-facing FinTech innovations to elevate the advice provided by advisors.