Phil Cunningham

Personal Financial Management, Account Aggregation, Client Portal, Document Vault, and more – all included with the next product release from Advicent.

Advicent Solutions announced at the 2015 T3 (Technology Tools for Today) Conference at the Hilton Anatole in Dallas, Texas, that it is launching a new product for the North American market—the Narrator™ application builder. The product is available to buy immediately.

Speaking on the main stage at T3, Phil Cunningham, CEO of Advicent, forced the audience to face one of the true crises of the financial planning industry today—commoditization is eating away at advisors’ businesses, and things that used to be differentiators just aren’t cutting it anymore.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.