| Name | Title | Contact Details |
|---|---|---|
Matthew O'Meara |
Senior Director of Sales | Profile |
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world`s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power our Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Everything comes back to our core mission—enabling everyone to understand and impact their financial future.
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