Advicent Debuts NaviPlan® Client Report Editor Enhancement for Enterprise Users at T3 Enterprise Conference
Summary
LAS VEGAS--( BUSINESS WIRE )--At this week’s T3 Enterprise Conference, Advicent , an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will be available to enterprise users of its flagship NaviPlan application in November 2018.Users can now draw upon the expansive data visualization options within NaviPlan to better showcase their firm’s unique narrative and value propositions.“In an era when many large institutions are forced to rely on turnkey reporting options from other software vendors, it is important that we provide our partners with the necessary toolkit to differentiate themselves from their competition and demonstrate the value of their financial recommendations with the utmost clarity,” Advicent Chief Technology Officer John Heinen said ahead of T3 Enterprise.The new feature, which was revealed during an afternoon session led by Advicent Director of Financial Planning Tom Burmeister, also enables users to find their “just-right” level of customization.“Our enterprise partners can now either make minor adjustments more nimbly or fundamentally reimagine how their plan delivery is structured.”