Joining Advicent as a partner support specialist in 2013, Alex provided high-quality support for partners within NaviPlan and Profiles. In 2015, he took that product knowledge to the learning development team as a technical writer, creating detailed documentation for partners with a practical focus on what they need to know. Alex received a BSBA from Drake University in Marketing/Advertising Creative in 2013.
Clients have been dazzled by your presentations and financial recommendations, and all they need now is a document that captures all the information in an easy-to-read, referable document. Using NaviPlan® client reports, you can provide a scalable, customizable report that is as unique as their financial life.
Tax season is an incredibly important and busy time for financial advisors. Though this stretch can be high-stress, it is also high-opportunity for a firm hoping to grow their business in the months that follow.
From base-level data entry to client presentation, NaviPlan empowers you to give your clients the planning scenarios they need to accomplish their financial goals.
The rise of robo-advice and increased competition has made the ability to serve any client who walks through your door invaluable. With NaviPlan, the most flexible and accurate financial planning tool in the market, you can service any client by utilizing scalable features of varying complexity.