Advicent Debuts NaviPlan® Client Report Editor Enhancement for Enterprise Users at T3 Enterprise Conference
October 23, 2018
Large firms will have unrivaled home-office control over client report
content and configuration
LAS VEGAS–(BUSINESS WIRE)–At this week’s T3 Enterprise Conference, Advicent,
an industry-leading financial planning technology provider based in
Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which
provides a new level of client report configurability that will be
available to enterprise users of its flagship NaviPlan application in
November 2018.
The NaviPlan Client Report Editor will grant home-office administrators
unrivaled control over the visual layout, textual content,
categorization, and field access of their entire client report library.
Users can now draw upon the expansive data visualization options within
NaviPlan to better showcase their firm’s unique narrative and value
propositions.
“In an era when many large institutions are forced to rely on turnkey
reporting options from other software vendors, it is important that we
provide our partners with the necessary toolkit to differentiate
themselves from their competition and demonstrate the value of their
financial recommendations with the utmost clarity,” Advicent Chief
Technology Officer John Heinen said ahead of T3 Enterprise. “The
NaviPlan Client Report Editor is one of many forthcoming NaviPlan
capabilities that will equip large firms with substantial options for
configuration that is still driven by an easily adoptable and scalable
experience.”
The Client Report Editor encourages a “just-right” level of
customization
The new feature, which was revealed during an afternoon session led by
Advicent Director of Financial Planning Tom Burmeister, also enables
users to find their “just-right” level of customization. Existing
net-worth and retirement reports within NaviPlan can also be retooled to
better suit any firm’s greater ecosystem. Burmeister says the goal is to
neither underwhelm nor overwhelm home-offices with admin-defined
reporting options.
“While we know that firms are still often forced to rely on
cookie-cutter client report options, it was important that we struck a
level of customization that would not leave home-offices feeling
rudderless in how they evolve their reporting experiences,” Burmeister
said. “Our enterprise partners can now either make minor adjustments
more nimbly or fundamentally reimagine how their plan delivery is
structured.”
The NaviPlan Client Report Editor is part of the upcoming NaviPlan 18.3
release. The feature is currently demonstration-ready for any interested
firms.
About Advicent
Advicent is the financial planning technology provider of choice for
over 100,000 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 marketing@advicent.com.
Contacts
Advicent
Anthony Stich, (414) 312-9498