This will dramatically increase an advisor’s productivity, allowing them to create even more plans and focus on other valuable client activities.
Milwaukee, WI (PRWEB) May 21, 2014
Advisors are always looking to save time and gain efficiencies, which is why Advicent Solutions, developer of the world-class calculation engine NaviPlan®, has worked with Schwab Intelligent Technologies™ to develop integration with Schwab OpenView Gateway™.
With today’s launch of the integration, Schwab advisor clients can access real-time data from Schwab Advisor Center® within NaviPlan, part of the NaviPro® financial planning suite, directly transferring client profiles, accounts, holdings, balances, costs and more. This reduction in manual data entry and increased accuracy of reporting will greatly benefit users.
“We’re very excited to announce the launch of this integration. We understand how time consuming and data intense the financial planning process is,” says Cory Olson, Senior Product Director at Advicent. “This will dramatically increase an advisor’s productivity, allowing them to create even more plans and focus on other valuable client activities.”
“Integration with financial planning solutions like Advicent extend the breadth and depth of Schwab’s offering to our clients, making it easier for advisors to create and efficiently deliver financial plans to their end clients,” said Brian Shenson, vice president of Advisor Technology Solutions, Schwab Advisor Services.
Not only are advisors able to create more plans, but they have the opportunity to create more situational financial plans that they otherwise wouldn’t have due to the amount of time involved. Users are now able to access simple profile data such as name and address for new and existing clients, search for clients’ accounts on Schwab Advisor Center and update NaviPlan account data in real-time through the OpenView Gateway integration.
As a selected participant in the Schwab OpenView Gateway platform, Advicent is pleased to now offer this integration to new advisors who custody with Schwab as well as Advicent’s current customer base who own NaviPlan. NaviPlan®, along with Profiles™, is part of the NaviPro® financial planning suite that provides advisors with financial planning tools for every client, from simple needs assessment and goal-based planning, to the most complex cash flow planning. NaviPlan was recently updated to include more than eighty new next-generation client reports, an expanded Ibbotson Model and more.
For more information on this product integration or to learn more about Advicent’s financial planning and marketing communications solutions, please contact jenny.schroeder(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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