Portals are a hot topic in the adviser and fintech communities.

The vast majority of adviser-focused technology providers claim they have a portal of some sort, but the definition, scope and quality vary greatly. When the folks at Advicent asked me to look at their portal product, Narrator, I was eager to see the offering.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access