Enterprise broker-dealer

Formed by veterans after World War I, this firm understands the importance of delivering value to the community, to advisors, and to their clients. To provide this value in the client-advisor relationship, the firm leverages holistic financial planning to fully understand and work towards achieving client goals. However, the firm struggled to grow their business due to inefficiencies in the plan development and review and the auditing processes. Due to its financial planning workflow management, the firm determined that implementing NaviPlan would allow advisors to continue delivering value to clients while significantly increasing efficiency and reducing oversight.

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How NaviPlan can help

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.

A closer look at this firm's success with Advicent technology:

  • Increased AUM by 175-200 percent
  • Reduced time of firm oversight by 50-60 percent
  • Increased advisor efficiency by 30-35 percent