Advicent
is a Wisconsin-based financial planning software developer that delivers cash flow analysis and related solutions for industries such as banking and insurance... Read moreAdvicent
is a Wisconsin-based financial planning software developer that delivers cash flow analysis and related solutions for industries such as banking and insurance... Read more
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May 10, 2021
FinTech Global
Advicent: InvestCloud acquires Advicent to help bridge the advisor-client communication gap | FinTech Global
May 06, 2021
socalTECH
Advicent: InvestCloud Acquires Advicent
May 06, 2021
CompanyNews HQ
Advicent: Vista Equity Partners sells Advicent to InvestCloud
May 04, 2021
Advicent Vimeo Channel
Advicent posted a video "Tom Burmeister presents at Finlocity XCELLR8 Advisor FinTech Summit" on VIMEO
Apr 28, 2021
Advicent Vimeo Channel
Advicent posted a video "Shifting Tides joint webinar: Advicent, Redtail & Mobile Assistant" on VIMEO
Sep 17, 2020
Advicent Vimeo Channel
Advicent posted a video "Defining your retirement goal in NaviPlan" on VIMEO
Sep 03, 2020
Advicent Vimeo Channel
Advicent posted a video "Family planning in NaviPlan" on VIMEO
Aug 31, 2020
Benzinga
Advicent: Advicent selects MX to enhance account aggregation capabilities in NaviPlan client portal
Aug 20, 2020
Advicent Vimeo Channel
Advicent posted a video "Managing a budget in NaviPlan" on VIMEO
Aug 07, 2020
Advicent Vimeo Channel
Advicent posted a video "Home ownership | Getting the most out of NaviPlan" on VIMEO
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