Who Uses This Software?

Narrator Clients is the perfect tool for any firm who wants to deliver a digital client experience while leveraging industry leading financial planning tools provided by Advicent.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Advicent
  • www.advicentsolutions.com/
  • Founded 2011
  • United States

About Narrator Clients

Empower your clients with the collaborative Narrator Clients portal. This interactive client portal gives advisors and their clients insight into their personal financial plan anytime, anywhere with transparency and guaranteed security. The Narrator Clients portal seamlessly and proactively connects advisors to their clients throughout the client journey with 24/7 accessibility and analytics to inspire action and communication.


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Narrator Clients Features

  • "What If" Scenarios
  • Balance Sheet
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Project Budgeting
  • Run Rate Tracking
  • Version Control

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