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Ellen E van Beek
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Advicent announces synopsis reporting in NaviPlan® 17.0 as part of The Compliance Blueprint
Behavior detection & predictive analytics

Advicent announces synopsis reporting in NaviPlan® 17.0 as part of The Compliance Blueprint

5y | Advicent Solutions
Advicent announces strategic technology partnership with Janney Montgomery Scott
Behavior detection & predictive analytics

Advicent announces strategic technology partnership with Janney Montgomery Scott

5y | Advicent Solutions
Advicent partners with North Highland to offer clients DOL compliance resources
Risk management

Advicent partners with North Highland to offer clients DOL compliance resources

6y | Advicent Solutions
Advicent introduces The Compliance Blueprint to be leveraged in DOL compliance strategies
Behavior detection & predictive analytics

Advicent introduces The Compliance Blueprint to be leveraged in DOL compliance strategies

6y | Advicent Solutions
Advicent showcases Narrator Connect APIs at T3 Enterprise Conference: Software empowers firms to provide a unique digital client experience
Risk management

Advicent showcases Narrator Connect APIs at T3 Enterprise Conference: Software empowers firms to provide a unique digital client experience

6y | Advicent Solutions
Advicent announces Morningstar integration and client report updates in NaviPlan 16.2
Behavior detection & predictive analytics

Advicent announces Morningstar integration and client report updates in NaviPlan 16.2

6y | Advicent Solutions
Advicent introduces Narrator® Clients powered by NaviPlan® in its latest release
Behavior detection & predictive analytics

Advicent introduces Narrator® Clients powered by NaviPlan® in its latest release

6y | Advicent Solutions
Advicent launches new integration with BNY Mellon’s Pershing® to create a seamless digital experience for users
Infrastructure/architecture

Advicent launches new integration with BNY Mellon’s Pershing® to create a seamless digital experience for users

6y | Advicent Solutions
Advicent product suite empowers firms and advisors to comply with impending DOL fiduciary rule while keeping financial planning at the core
Infrastructure/architecture

Advicent product suite empowers firms and advisors to comply with impending DOL fiduciary rule while keeping financial planning at the core

6y | Advicent Solutions
Advicent announced as finalist in 2016 WealthManagement.com Industry Awards for NaviPlan®, Figlo®, and Narrator® Connect
Behavior detection & predictive analytics

Advicent announced as finalist in 2016 WealthManagement.com Industry Awards for NaviPlan®, Figlo®, and Narrator® Connect

6y | Advicent Solutions
Advicent introduces Narrator® product suite with aim to set new standard in client-advisor collaboration
Behavior detection & predictive analytics

Advicent introduces Narrator® product suite with aim to set new standard in client-advisor collaboration

6y | Advicent Solutions
Unlocking the power of APIs with Narrator® Connect from Advicent at the 19th Annual Marketforce Conference
Banking

Unlocking the power of APIs with Narrator® Connect from Advicent at the 19th Annual Marketforce Conference

6y | Advicent Solutions
NaviPlan 16.0 is Coming with New Client Presentation and Tax Update Enhancements

NaviPlan 16.0 is Coming with New Client Presentation and Tax Update Enhancements

6y | Advicent Solutions
Advicent is bringing together FinTech industry experts to discuss emerging trends at upcoming Innovation Summit
Behavior detection & predictive analytics

Advicent is bringing together FinTech industry experts to discuss emerging trends at upcoming Innovation Summit

6y | Advicent Solutions
NOMOS-BANK in Russia launches Figlo Platform for its premium banking customers
Banking

NOMOS-BANK in Russia launches Figlo Platform for its premium banking customers

10y | Advicent Solutions