Source: Advicent Vimeo Channel

Advicent posted a video "Tom Burmeister presents at Finlocity XCELLR8 Advisor FinTech Summit" on VIMEO

Tom Burmeister, vice president of financial planning at Advicent, presents Shifting Tides: Setting The Modern Advisor Up For Success at the Finlocity XCELLR8 Advisor FinTech Summit in April 2021.Learn more about NaviPlan: advicentsolutions.com/products/naviplan

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Advicent is a Wisconsin-based financial planning software developer that delivers cash flow analysis and related solutions for industries such as banking and insurance.