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After a year of financial planning technology deals, where does Advicent stand?

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In the face of shrinking market share, can Advicent turn NaviPlan around?

While 2019 was a banner year in many ways for financial planning technology, the flurry of activity only raised more questions surrounding Advicent’s NaviPlan. 

NaviPlan is one of the oldest financial planning technologies on the market and was arguably the most popular among advisers in 2

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