advicent
NaviPlan® Financial Planning Application — A solution for everything from simple insurance and goal-funding requirements to ultra-high-net-worth comprehensive plans — available online to every advisor at your firm. Profiles™ Financial Planning Application — Empower every advisor at your firm to deliver engaging, interactive presentations, and uncover deeper client needs to close each sale faster.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Leverage Veo client data in a variety of planning and reporting tools
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