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InvestCloud acquires software firm to bridge adviser-client gap
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Digital finance firm InvestCloud has acquired American-based cash flow, trust and tax financial planning provider Advicent.
Advicent, based in Milwaukee, Wisconsin and also the Netherlands, creates financial planning software solutions for financial advice firms through its NaviPlan platform.
InvestCloud acquires Advicent and the NaviPlan platform
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments
LOS ANGELES, May 5, 2021 /PRNewswire/ 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.
Advicent, a Vista Equity Partners portfolio company, provides financial planning technology for over 140,000 financial professionals across nearly 3,000 firms worldwide. Through its NaviPlan platform, Advicent creates scalable financial planning software through industry-leading APIs as well as cash flow and goal-based planning engines. It aims to help thousands of financial professionals and their clients understand and impact their financial future. Advicent s global headquarters are in Milwaukee, Wisconsin, and its European base is in the Neth