‘To handle advisors’ financial planning challenges, you have to be meticulous’ Earlier this month, InvestCloud – a global wealth tech platform company with implementations across more than 40 countries, accounting for over US$6 trillion in client assets – announced the massive i Learn more October 06, 2022
Enabling comprehensive planning at any stage of the wealth continuum Any great advisor knows the importance of strong digital communication and robust digital planning to enable their clients to meet their financial goals. This has always been a winning combination. Bu Learn more August 11, 2022
InvestCloud supports Rabobank to bring digital financial planning to all levels of wealth InvestCloud, the global leader in digital transformation for the financial industry, today announced it is working with Rabobank, one of the Netherlands’ largest banks, to provide digital financial pl Learn more July 21, 2022
InvestCloud partners with Ameriprise to offer personalized Financial Planning and Advice to Corporate Wellness Clients InvestCloud, a global leader in digital transformation, today announced it is partnering with Ameriprise Financial (NYSE: AMP) to offer personalized financial advice to users of its corporate financia Learn more January 20, 2022
InvestCloud acquires Advicent and the NaviPlan platform InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Learn more May 05, 2021
Advicent selects MX to enhance account aggregation capabilities in NaviPlan client portal Integration with MX enables the seamless alignment of clients’ financial data & plans in the NaviPlan client portal—available at no cost to all advisors, including current users, through December 2021 Learn more August 31, 2020
Advicent named to 2020 WealthTech100 list recognizing most innovative wealth management technology providers Advicent today announced it has been named to the 2020 WealthTech100 list, an annual collection of 100 of the most innovative technology providers in the wealth management industry. Learn more April 28, 2020
NaviPlan adopted by First West Credit Union, strengthening reach in Canadian financial planning marketplace Advicent announces that First West Credit Union has integrated the NaviPlan platform into the digital banking service offering for members and clients at the Canadian financial institution’s 51 branch Learn more April 16, 2020
NaviPlan 19.3 leverages robust healthcare dataset to power advisor- and investor-led retirement modeling As part of latest enhancements by Advicent, the guided retirement tool in NaviPlan can harness Aivante’s data analytics to strengthen financial plans with personalized medical-expense calculations mod Learn more December 18, 2019
New Advicent APIs Enable Enterprises to Build Self-Directed Planning Experiences for Clients & Prosp Most Recent Updates to NaviPlan®, Rolled Out Today at T3 Enterprise Conference, Further Customize Digital Interactions to Deliver Action-Oriented Results for Clients & Advisors Alike Learn more October 29, 2019
NaviPlan 19.1 expands pool of Canadian affluent & high-net-worth clients for advisors Latest version of Advicent's financial planning platform enables advisors to tax-efficiently incorporate operating companies in Canadian clients' plans. Learn more July 23, 2019
Advicent makes the comprehensive planning experience more intuitive with release of NaviPlan 19.0 Advicent expands integration capabilities with Pershing’s NetX360®. Learn more April 15, 2019
Advicent demonstrates its commitment to NaviPlan users with appointment of VP of Partner Experience Advicent has named Asha Dewan to be the firm’s vice president of partner experience where she will oversee the company’s Partner Experience Program along with the global support and professional servi Learn more March 27, 2019
Advicent debuts new NaviPlan interface and retirement planning tool at T3 Advisor Conference The industry-leading NaviPlan® developer calls on advisors to embrace the Third Wave of Financial Planning; predicts a new criteria for modern planning practices Learn more January 30, 2019
Advicent debuts NaviPlan Client Report Editor enhancement at T3 Enterprise Conference Large firms will have unrivaled home-office control over client report content and configuration Learn more October 23, 2018
Advicent expands senior leadership team to accelerate delivery of NaviPlan enhancements Industry veterans Michelle Bruce and Paul Raisanen bring decades of program management and analytics experience to strategic product initiatives Learn more September 10, 2018
Advicent expands its market research network with new director of financial planning Longtime strategic account manager Tom Burmeister brings deep domain expertise to future partnerships and product development initiatives Learn more June 04, 2018
Advicent announces responsive retooling of flagship financial planning software NaviPlan® 18.0 announced with tax updates as well as new client reports and client portal functionality. Learn more March 13, 2018
Advicent expands leadership team with seasoned technology visionaries John Heinen named chief technology officer and Brian Kutmas promoted to vice president of product development at the industry-leading FinTech firm Learn more February 21, 2018
Advicent announces new financial planning software and client portal updates Narrator® Clients user experience and Presentation Module enhancements along with new NaviPlan® client reports available in latest release Learn more December 04, 2017
Advicent names new chief operating officer Firm promotes Anthony Stich to lead customer experience and global go-to-market strategy. Learn more September 28, 2017
Advicent solidifies lead in enterprise market with new Narrator® Connect APIs and online developer portal New API capabilities from Advicent enable firms to remain competitive and develop custom solutions Learn more August 22, 2017
Advicent launches a new partnership with Envestnet Advicent develops NaviPlan® integration abilities with the Envestnet platform. Learn more August 07, 2017
Lighthouse Financial Network selects Advicent as strategic financial technology partner Long Island, NY-based wealth management firm integrating NaviPlan as cornerstone for client-advisor technology platform Learn more June 27, 2017
Advicent announces new partnership with Shareholders Service Group to provide innovative FinTech to advisors Industry-leading technology from Advicent—NaviPlan® and Narrator® Clients portal—made available to RIAs that use the services of Shareholders Service Group Learn more May 30, 2017
First Command Financial Services selects NaviPlan and Presentation Module from Advicent for enterprise-level FinTech partnership Advicent to provide technology tools to meet combination of regulatory, client collaboration, and financial planning needs. Learn more April 25, 2017
Advicent updates NaviPlan with added client experience, account aggregation enhancements NaviPlan now offers a fully digital data collection experience within Narrator Clients. Learn more April 10, 2017
Advicent to host FinTech industry experts at upcoming NYC Innovation Summit The Advicent Innovation Summit will provide attendees insight about remaining competitive in the shifting financial services landscape through an exceptional digital client experience. Learn more April 06, 2017
Advicent promotes Angela Pecoraro to chief executive officer Leadership focused on innovation, enterprise services, and client experience points Advicent toward continued success. Learn more April 04, 2017
Advicent announces synopsis reporting in NaviPlan® 17.0 as part of The Compliance Blueprint Advicent introduces new client reports and Quovo® Custodial Feeds integration in its latest update of the NaviPlan financial planning software. Learn more February 13, 2017
announces strategic technology partnership with Janney Montgomery Scott Janney to utilize the NaviPlan® financial planning software along with Presentation Module from Advicent to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduci Learn more January 18, 2017
Advicent partners with North Highland to offer clients DOL compliance resources Advicent to provide access to North Highland DOL Fiduciary Foundations Playbook for rule implementation Learn more November 18, 2016
Advicent introduces The Compliance Blueprint to be leveraged in DOL compliance strategies The Compliance Blueprint is a three-part offering from Advicent which includes unique DOL-ready financial planning software functionalities; thought leadership and expert consultation services; and a Learn more November 16, 2016
Advicent expands leadership team to drive growth and strategy of entire global product line Technology firm adds seasoned FinTech leader to its senior leadership team to bolster product line and help firms meet new DOL regulations Learn more October 31, 2016
Advicent showcases Narrator Connect APIs at T3 Enterprise Conference: Software empowers firms to provide a unique digital client experience Narrator Connect from Advicent enables organizations to exceed client expectations and leverage technology in a DOL compliance strategy through customizable API technology Learn more October 27, 2016
Advicent showcases Narrator Connect APIs at T3 Enterprise Conference: Software empowers firms to provide a unique digital client experience Narrator Connect from Advicent enables organizations to exceed client expectations and leverage technology in a DOL compliance strategy through customizable API technology Learn more October 27, 2016
Advicent announces new financial planning software and client portal updates Advicent updates Morningstar integration to move from returns-based to holdings-based asset allocation. Learn more August 23, 2016
Advicent is bringing together FinTech industry experts to discuss the transformation of financial planning at upcoming Innovation Summit The fourth Advicent Innovation Summit, free to registered individuals, will provide knowledge and tools to arm industry leaders for success in the transformation of financial planning. Learn more July 25, 2016
Advicent empowers advisors for success amid industry changes, spurned by anticipated DOL fiduciary rule Advicent to offer DOL Education Center document group in its Advisor Briefcase® marketing communications tool. Learn more July 18, 2016
Advicent introduces Narrator® Clients powered by NaviPlan® in its latest release The availability of Narrator Clients, along with updates to client presentations, reports, and more, are all included in the latest version of NaviPlan®, the industry’s most comprehensive financial pl Learn more July 11, 2016
Advicent launches new integration with BNY Mellon’s Pershing® to create a seamless digital experience for users Advicent expands integration capabilities with Pershing’s NetX360®. Learn more July 05, 2016
Advicent product suite empowers firms and advisors to comply with impending DOL fiduciary rule while keeping financial planning at the core Advicent is providing tools to arm advisors for success as financial planning becomes a larger focus among financial services organizations. Learn more June 28, 2016
Advicent announced as finalist in 2016 WealthManagement.com Industry Awards for NaviPlan®, Figlo®, and Narrator® Connect Industry-leading financial planning solutions and API-driven tools empower advisors to provide an exceptional digital client experience. Learn more June 15, 2016
Advicent introduces Narrator® product suite with aim to set new standard in client-advisor collaboration Narrator® Clients, Narrator® Advisor, and Narrator® Connect debut. Learn more June 06, 2016
Unlocking the power of APIs with Narrator® Connect from Advicent at the 19th Annual Marketforce Conf Narrator Connect from Advicent enables organizations to exceed client expectations through customizable API technology. Learn more May 23, 2016
Priority Financial Group and Advicent partner to offer industry leading planning resources to its advisors for an exceptional client experience Priority Financial Group has recently begun implementation of NaviPlan®, the most comprehensive financial planning software in the industry, to engage clients like never before. Learn more April 11, 2016
Advicent launches a new integration with Albridge™ Advicent expands integration capabilities with Albridge Wealth Reporting™. Learn more April 11, 2016
NaviPlan 16.0 is coming with new Client Presentation and Tax Update enhancements Changes to Client Presentation, Tax Updates, Private Corporation, and more are all included in the latest version of NaviPlan®, the industry’s most sophisticated financial planning tool. Learn more March 21, 2016
Advicent is bringing together FinTech industry experts to discuss emerging trends at upcoming Innovation Summit The next Advicent Innovation Summit, free to registered individuals, will provide knowledge and tools to arm industry leaders for success in the wake of United Kingdom pension reform and emerging auto Learn more March 03, 2016
Mutual Financial Group and Advicent partner to offer comprehensive financial planning strategy to customers across Wisconsin Mutual Financial Group has recently begun implementation of NaviPlan®, the most comprehensive financial planning software, to engage clients like never before. Learn more February 15, 2016
Narrator® Clients from Advicent will arm advisors for success today and tomorrow Personal financial management, account aggregation, client portal, document vault, and more – all included with the next product release from Advicent. Learn more February 09, 2016
NaviPlan 15.2 is coming with new Net Worth and Client Reports enhancements Changes to Next-Gen Reports, Business Entities (Net Worth), Canadian Tax Updates, and more are all included in the latest version of NaviPlan, the industry's most sophisticated financial planning tool Learn more November 17, 2015
Advicent hosts Innovation Summit in Minneapolis; showcases the future of Figlo and Narrator technology Advicent demonstrates the new direction of financial planning. Learn more October 29, 2015
Advicent launches a new integration with Orion Advicent is excited to announce the addition of an integration between the Figlo® interactive financial planning tool and Orion to further expand its integration offerings. Learn more October 21, 2015
Sophisticated planning meets innovative client technology: Narrator® and NaviPlan® to be integrated Advicent is pleased to announce that Narrator®, a state-of-the-art customized application builder, will be integrated with NaviPlan®, the industry’s most powerful and flexible financial planning appli Learn more October 01, 2015
Advicent partners with Quovo to accelerate convergence of personal financial management and financial planning Partnership to create a better and more effective financial planning experience. Learn more September 03, 2015
Advicent releases updates to the Figlo® client-centric planning tool Advicent, the leading provider of SaaS technology solutions for the financial services industry, continues to innovate as it releases the latest version of the Figlo® interactive planning tool today. Learn more August 31, 2015