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Adopting NaviPlan is in their best interests

Exploring the technology strategies of several financial services firms to see how they are managing enterprise-wide deployment from an adoption and integration perspective, Anthony Guerra, author of A Slice of Boomer Pie in Wall Street & Technology, reveals that NaviPlan is mentioned as the vendor of choice.

Interviewed for the article is Sandy Bleustein, director of the planning group at Memphis, Tenn.-based Morgan Keegan.

Morgan Keegan made a strategic move to implement NaviPlan financial planning software after its experience with a competing platform. From the article: “Now, Bleustein notes, the firm is working to convince branch managers that adopting NaviPlan is in their best interests.”

NaviPlan is being used at Morgan Keegan’s financial planning department in Memphis, and by a limited number of its advisors around the U.S. Although NaviPlan is not currently integrated with Morgan Keegan’s back office, the company is exploring enterprise-wide deployment.

Read the full article: A Slice of the Boomer Pie