Advicent is the financial planning technology provider of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms. Decades of experience empowers Advicent to create scalable financial planning software; compliance workflow management solutions; fully branded client experiences through industry-leading APIs; and superior cash flow and goal-based calculations. Advicent products are designed to satisfy the needs of every investor and are used in firms of all sizes. Through their innovative product capabilities and dedicated services, they are able to help thousands of financial professionals and their clients understand and impact their financial future.
Tony Stich
Chief Marketing Officer
Award Category
Technology Providers: Chief Marketing Officer of the Year
Nominee
Tony Stich, Advicent
As head of marketing efforts, Tony recently led Advicent’s rebranding effort and serves as an industry thought leader. A standout of the conference circuit, Tony understands the value of in-person marketing and the potential ROI for sponsorships, as well as the lasting effect a memorable experience can have on a brand. Example: Tony’s team sponsored the 2019 T3 Advisor Conference where they had Vanilla Ice perform for attendees. Later that year, Advicent was the first official Wealth/Stack sponsor, throwing an afterparty featuring hip-hop icon DJ Skribble. Tony’s vigor for the Advicent brand has even earned him the nickname “Mr. Purple.”
Angela Pecoraro
CEO
Award Category
Technology Providers: Thought Leadership
Nominee
Third Wave of Financial Planning
The Third Wave of financial planning is a trend that the Advicent team has taken the lead on embracing, and promoting. In 2016 and 2017, a constant flow of headlines questioned whetherFinTech—more specifically robo-advisors—would take over the world, and if the days of the human advisor were numbered. By 2018, the conversation shifted to the importance of not losing the personal connection in financial planning. Then in 2019, we entered the Third Wave of financial planning. This Third Wave is the synthesis of digital experiences and human advice; it is less about the finer difference between cash flow or goals-based analysis and more driven by human advice that is delivered across a range of digitized client touch points.
Resources
WHITE PAPER
Lessons From the Data Revolution
In an increasingly competitive market, advisors must embrace planning opportunities created by AI.
VIDEO
NaviPlan | Five-minute Retirement Report
Create a complete Retirement Coverage report in just five minutes using NaviPlan Guided Retirement.
ARTICLE
Practice Management Challenges Facing Firms
Advisors face numerous challenges in the planning process. How can FinTech help firms overcome?