naviplan advicent

built on the most precise calculation engine in the financial planning market, naviplan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. simplify data gathering and account aggregation with the naviplan client portal and its built-in efact finder. guide prospects through their financial picture and immediately demonstrate the value of your recommendations with engaging visuals. the always-accessible naviplan client portal allows clients to monitor and evaluate plan progress and make adjustments with the “explore your options” feature. the interactive naviplan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its efact finder. give your clients access to their financial plan anytime, anywhere.

the naviplan presentation module helps advisors collaboratively deliver financial advice and quickly demonstrate the value of their recommendations to their clients. utilize the powerful cash flow capabilities of naviplan to help your clients achieve their goals. the naviplan client report editor allows advisors to create custom reports by choosing from hundreds of naviplan report components including charts, graphs, and more. you are focused on your clients and your financial plans, not the latest technology. we will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. here at naviplan, we are committed to your success from implementation and beyond. we offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.

this site is operated by a business or businesses owned by informa plc and all copyright resides with them. the transaction provides investcloud with advisor-focused inroads in the north american marketplace, complementing the european-focused planning capabilities of finantix and providing additional firepower for tegra118’s limited financial planning capabilities. a company spokesperson confirmed the announcement, which will see investcloud buying software used by over 140,000 financial professionals across nearly 3,000 firms worldwide. john wise, co-founder and ceo of investcloud, was particularly impressed by advicent’s “advanced retirement income scenarios and estate/trust planning focusing on the very difficult planning aspects of tax and cash flow,” he said in a statement.

after being briefed on the deal, he sees two “powerhouses of wealthtech,” investcloud and envestnet, which have precipitated a “wealthtech roll-up.” advisors will benefit from seeing more investment in naviplan under new ownership, as well as not having to worry about transitioning to a new financial planning software provider, said pirker. investcloud also gets a number of major logos and an alternative to the “tired” planning technology it owns within tegra118, said william trout, director of wealth management at javelin strategy & research. finantix works well in a european marketplace and tegra118 has a decumulation tool called retireup and a goals-based tool called adviceamerica, he said, but they lacked the industry cache and reputation that naviplan has built in north america. it owns figlo (founded in the netherlands), having acquired it in 2014.. with this acquisition, trout said he sees investcloud competing with state street, which owns charles river systems, and vestmark. the deal also signals the turning of the page on a generation of incumbent, stand-alone financial planning software developers in the class of emoney advisor and moneyguidepro, added trout.

at naviplan, we provide financial planning software solutions for financial services firms both large and small. our advisor software can scale for any discover the wide range of capabilities of naviplan, the most precise financial planning software in the market that built for every firm’s planning the interactive naviplan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its efact finder., naviplan pricing, naviplan pricing, naviplan login, naviplan software, naviplan features.

through its naviplan platform, advicent creates scalable financial planning software through industry-leading apis as well as cash flow and advicent is now part of investcloud – a global company specializing in digital platforms that investcloud acquires advicent and the naviplan platform. wealthtech unicorn investcloud is acquiring financial planning software developer advicent, including its naviplan platform, according to, naviplan canada cost, naviplan tutorial, naviplan canada, naviplan vs emoney, naviplan client portal, naviplan training, naviplan vs moneyguidepro, naviplan canada login, advicent profiles, advicent solutions. what does advicent do? how much does advizr cost? how much does emoney cost?

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