Displaying 6 results
Wealthtechs merge to build ‘ecosystems’ for advisers
Wealthtech has exploded with innovation over the past decade. Today, more firms are merging to create coordinated technology ecosystems.
InvestCloud to acquire Advicent and NaviPlan planning software
The acquisition follows the firm’s merger with Tegra118 that drove it to a $1 billion valuation. Market volatility has accelerated a focus on financial planning.
‘Everyone deserves access to financial planning’: Angela Pecoraro
Advicent’s CEO talks moving financial planning software downstream and the company’s internal program that retains female talent and leadership
After a year of financial planning technology deals, where does Advicent stand?
In the face of shrinking market share, can Advicent turn NaviPlan around?
Orion, Advicent give advisers more control over client reports
Latest updates make it easier for firms to customize reports to exact specifications.
Advicent hires CEO
Phil Cunningham joins firm that is behind NaviPlan and NaviPro.
