Anthony Stich, chief operating officer at Advicent Solutions, speaks about NaviPlan, his company’s leading-edge financial planning software
As a technology solutions provider, Advicent Solutions banks on 25 years of industry experience in the development of financial planning software as well as marketing communications and goal assessment tools. In recognition of Advicent’s innovative NaviPlan platform, the company has received Wealth Professional magazine’s Reader’s Choice Award for Service Provider of the Year.
Anthony Stich, the company’s chief operating officer, has spoken to Darren Matte, editor of WP Canada, about the sophisticated product that enables tailored services, from simple goal-based assessments to advanced cash-flow planning analysis, for any type of client.
