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

By a News Reporter-Staff News Editor at Investment Weekly News -- Advicent, a leading provider of financial planning technology, announced new updates to its premier financial planning software tool, NaviPlan. Features in NaviPlan 17.0 include in-depth data reporting, updates to federal and state tax calculations, and various other improvements to offer accuracy and transparency for client plans - all of which assist firms in their Department of Labor Conflict of Interest Rule compliance strategies.

This Smart News Release features multimedia. View the full release here: http://www.businesswire.com/news/home/20170213005050/en/ Introducing NaviPlan 17.0 from Advicent including a new client report, tax updates, and a new integration (Graphic: Business Wire) "Advicent is committed to ensuring accurate and up-to-date client information within our planning software; tools to empower advisors to increase transparency to customers in the face of increasing regulation; and integrations to make client data collection more efficient," said George Fischer, senior vice president, product, at Advicent. "The enhancements in our NaviPlan 17.0 update benefit both our U.S. and Canadian partners. As a result, firms can ensure they are both productive in the planning process and foster a transparent, collaborative client-advisor relationship."

"Regardless of what ultimately happens with the DOL rule, Advicent wants to ensure that our partners are prepared with the latest enhancement to support firm-wide compliance strategies," furthered Angela Pecoraro, president and COO of Advicent. "Even if the rule is eliminated, each of the enhancements in 17.0 will empower our users in providing the best client-advisor experience available."

Below are some of the enhancements users can expect in NaviPlan 17.0. New Plan Analysis Synopsis client report as part of The Compliance Blueprint The Compliance Blueprint is a three-part offering from Advicent that includes unique DOL-ready financial planning software functionalities, a DOL Education Center, and consultant partnership services - all supported by decades of experience providing guidance and thought leadership to clients through past regulatory changes. As an enhancement to the current DOL-ready software offering from Advicent, firms and advisors can now provide clients with all data entered into their plan with a modern report design and branding with the new Plan Analysis Synopsis report.

Keywords for this news article include: Advicent, Software, Investment and Finance.

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