Milwaukee, WI – June 24, 2013
Today Zywave announced the integration of NaviPro(TM) Planning Suite with Schwab OpenView Gateway(TM) for registered investment advisors (RIAs). The integration of these tools will streamline workflow for advisors, improving productivity and reducing errors with manual data entry. The initial rollout of this integration will focus on a seamless integration of client profile and account information, including balances and positions.
“We want to provide our clients with the most comprehensive packages available so they can devote their valuable time to their own clients,” stated Kimberly Capelle, division president of Zywave financial solutions. “We are thrilled to announce that we are an OpenView Gateway Provider. Providing an integrated experience for advisors is a key factor in driving productivity and satisfaction with our products.”
The NaviPro Planning Suite is a leading financial planning solution in the industry, combining simple, needs-based planning with advanced, comprehensive analysis–for a software solution that works for any advisor within a firm.
“Integration with leading providers such as Schwab allows Zywave Partners to work more effectively and efficiently,” said Cory Olson, Zywave product director. “Integrations are a major focus for us this year and this project is an excellent start to help advisors work even more efficiently with Zywave financial planning software.”
Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.com.