Milwaukee, WI (PRWEB) February 11, 2014
In any given day advisors must schedule time to meet with clients, time to network, time to research new strategies, time to produce plans and more. Advicent’s latest enhancements to the NaviPro® financial planning suite are geared at overcoming every advisor’s most common challenge, time, while still producing the industry’s most precise client plans.
“Every enhancement is designed to make advisors’ lives easier,” says Andrew Stevens, NaviPlan Product Director at Advicent. “Whether they are planning for small businesses, typical families, or the ultra-high net worth, we want to provide advisors with the resources they need to produce top-notch plans for each and every client, in a time-efficient manner.”
With the latest NaviPro® system updates to both the NaviPlan® and Profiles™ financial planning applications advisors can:
For more information on this product release or to learn more about Advicent’s financial planning and marketing communications solutions, please contact an Advicent representative at marketing(at)advicentsolutions(dot)com.
Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. The company’s products include web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind. To learn more, visit http://www.advicentsolutions.com.
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