Fintech Impact

This is the 18th episode of the Fintech Impact podcast, and Jason Pereira interviews Anthony Stich, the Chief Operating Officer of Advicent, the largest provider of financial software in the world. Anthony shares information reguarding Advicent’s product line which includes NaviPlan, the power of their advancements and influence, and the ways in which they are able to service their clients. ●  01:06 – Advicent is the financial software developer that created NaviPlan. They                    are in seven countries and on four continents. They also have client portals, advisor dashboard, and API technology.●     01:31 – They have about 100 enterprise clients, about 60 of which are blue chip clients, and service about 100,000 users.●     02:03 – Advicent’s roots trace back to 1969 by Gus Hansch, a CFP referred to as “The Father of Financial Planning