Integrating NaviPlan® with Appcrown Wealth Plus® helps advisors reduce manual data entry and the potential for errors, freeing up time to generate new business and advise clients.
Milwaukee, WI (PRWEB) October 02, 2014
With today’s launch of the integration, AppCrown clients will be able to access real-time data from the Wealth Plus application within NaviPlan®. This means that all Wealth Plus users will now be able to directly transfer client demographics, accounts and positions to their NaviPlan® planning software. This reduction in manual data entry and increased accuracy of reporting will greatly benefit users.
“CRM applications are at the center of an advisor’s daily workflow,” says Cory Olson, senior product director at Advicent. “Integrating NaviPlan® with Appcrown Wealth Plus® helps advisors reduce manual data entry and the potential for errors, freeing up time to generate new business and advise clients.”
“Integration is wholly about customer success,” says Franklin Tsung, EVP Corporate Sales at AppCrown. “We want to build a connected practice for financial advisors where business and technology speak well with each other, helping the firm automate the client management process. Advicent, being a leading financial planning software, plays a significant role within Wealth Plus, our cloud-based advisor workstation, to deliver that connected practice. We deeply appreciate this opportunity to work with Advicent and integrate with NaviPlan.”
NaviPlan® provides advisors with financial planning tools for every client, from simple needs assessment and goal-based planning to the most complex cash-flow planning in the industry. NaviPlan® was recently updated to include the NaviPlan LEADS™ lead generation tool, 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 firstname.lastname@example.org.
Advicent Solutions is the leading provider of software-as-a-service (Saas) technology solutions for the financial services industry. The Advicent™ product offering includes the NaviPlan® and Profiles™ financial planning tools as well as the Advisor Briefcase® marketing communications tool. At Advicent, everything comes back to helping advisors work smarter and provide the best possible financial future for their clients. To learn more, visit http://www.advicentsolutions.com.
AppCrown provides connected cloud-based STP solutions. The technology helps financial services firms automate client relationship management, obtain big data around clients, and establish straight through processing over the cloud. The AppCrown product offering includes Wealth Plus®, the cloud-based advisor workstation.
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