Increase firm efficiency and revenue through a centralized planning strategy
One of the top U.S. broker-dealers, this firm provides wealth management, financial planning, and investment banking services to over 135,000 households. Leveraging multiple data, planning, and reporting systems, the firm struggled with convoluted workflows, process inefficiencies, and increased compliance risks. After comparing 40 technology solutions, the firm selected NaviPlan and the Presentation Module for its ability to meet client needs and the robust calculation engine that generates easy-to-understand reports within minutes.
Janney Montgomery Scott chose Advicent as a partner in financial planning software not only for our calculation and reporting capabilities but also due to our decades-long pedigree of successful enterprise implementation.
Janney Montgomery Scott Vice President of Financial Planning Jessica Landis and Advicent Vice President of Global Marketing Anthony Stich recently discussed these successes the Laser App 2017 conference.