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InvestCloud Rolls out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America s Top Financial Planning Software for Wealth Clients

InvestCloud Rolls out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America s Top Financial Planning Software for Wealth Clients
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InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
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InvestCloud launches InvestCloud X

Next-generation product suite revolutionizes wealth management communication, planning and financial product distribution

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InvestCloud launches InvestCloud X

Next generation product suite revolutionizes wealth management communication, planning and financial.

New yorkUnited statesNew south walesCity ofUnited kingdomPrnewswire investcloudLos angelesJohn wiseYaela shambergFred dudenIntuitive digital communicationsRich wentmetia groupDigital communicationDigital planningDigital shoppingInvestcloud digital warehouse

InvestCloud acquires Advicent and the 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

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