Mutual Financial Group and Advicent Partner to Streamline the Financial Planning Process

By CIOReview | Tuesday, February 16, 2016
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MILWAUKEE, WI: Advicent, Inc. is a leading provider of software tools for the financial services industry, declared that the Mutual Financial Group will implement the latest version of its financial planning tool, NaviPlan to streamline the financial planning process for the consultants of Mutual Financial Group. Mutual Financial Group is a wholly owned subsidiary of Bank Mutual which offers access to a wide range of insurance, investment products, and strategies for a diverse population of mass-affluent and high net worth clients, including business owners, retirees and young professionals. “We are excited to partner with Advicent,” stated Steve Dryer, president of Mutual Financial Group. “Gaining access to their robust financial planning software will allow us to increase the level of guidance and support we can provide to our clients, helping to better position them for future financial success.”

With the help of Advicent’s advanced resources and the industry-leading tool Mutual Financial Group aims to bring its financial planning infrastructure to a new technological level. The NaviPlan tool allows advisor to plan recommendations and its sleek resources drive the discussion needed to recommend plans. It also permits Bank Mutual to provide a comprehensive financial planning strategy to clients to deliver services and resources tailored to their wealth segment generation and financial needs like insurance, estate planning, and investment. “Mutual Financial Group is an innovator when it comes to providing exceptional customer service and support to every type of client while arming their advisors with the necessary tools,” said Loren Brockhouse, senior vice president of sales at Advicent, Inc. “I believe this will be a great partnership and I am looking forward to Advicent partnering with Mutual Financial Group as they continue to grow.”