Advicent Ranks “Best in Class” for Enterprise Support in North American Financial Planning Technology Assessment

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Advicent Solutions, Milwaukee-based SaaS technology solutions provider for the financial services industry, announced today that their NaviPlan® and Profiles™ financial planning applications received a “best in class” ranking for enterprise support in the annual Financial Planning Technology Assessment by CEB TowerGroup analysts.

“We found the ability of advisors to find clients online and pre-qualify prospects with the lead generation tools to differentiate NaviPlan and Profiles from other solutions in the marketplace,” said CEB TowerGroup director Darrin Courtney.

Advicent Solutions, Milwaukee-based SaaS technology solutions provider for the financial services industry, announced today that their NaviPlan® and Profiles™ financial planning applications received a “best in class” ranking for enterprise support in the annual Financial Planning Technology Assessment by CEB TowerGroup analysts. The best in class rating was determined by ranking companies on several attributes, including training requirements, vendor collaboration, technology innovation and product maturity.

“We found the ability of advisors to find clients online and pre-qualify prospects with the lead generation tools to differentiate NaviPlan and Profiles from other solutions in the marketplace,” said CEB TowerGroup director Darrin Courtney.

In addition to their already best-in-class enterprise support, Advicent is looking to progress more swiftly toward creating comprehensive planning software that allows real-time collaboration and communication between financial advisors and their clients with their recent acquisition of Figlo, a European financial planning software company.

“Advicent’s recent acquisition of Figlo and its interactive, client-facing technology will allow Advicent to keep financial advisors at the hub of their client relationships. We’ve always been dedicated to providing the best possible experience for our partners, and these new developments will help us further enhance that experience,” said Cory Olson, product director at Advicent.

For more information on Advicent’s best in class ranking or to learn more about Advicent’s financial planning and marketing communications solutions, please contact an Advicent representative at marketing(at)advicentsolutions(dot)com.

Technology Assessment Disclaimer

CEB does not endorse any vendor, product or service depicted in our CEB TowerGroup publications and does not advise technology users to select only those vendors rated “best in class.” CEB TowerGroup research publications consist of the opinions of CEB TowerGroup’s analysts and should not be construed as statements of fact. CEB disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

About Advicent

Advicent Solutions is the leading provider of 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 a core mission—helping advisors to work smarter and provide the best possible financial future for their clients. To learn more, visit http://www.advicentsolutions.com.

© 2014 Advicent Solutions. All rights reserved.

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Kate Sheka
@AdvicentFP
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