Advicent: InvestCloud acquires Advicent to help bridge the advisor-client communication gap | FinTech Global

Cloud-based financial solutions developer InvestCloud has acquired Advicent, a provider of cash flow, trust and tax financial planning. The acquisitions is aimed ay building the world's leading financial planning solution. InvestCloud hopes this will be achieved by bridging the advisor-client communication gap by combining Advicent's cash flow, trust and tax financial planning engines with its digital client and advisor platform and existing market leading goal-based financial planning engines. InvestCloud claims advisors need connected experiences with clients to enable seamless integration from financial plans to proposals and through to implementation. This acquisition will provide advisors with a full-scope unified platform to do this, as well as offer client management and ongoing maintenance. It claims it will offer a comprehensive digital experience across an advisor's entire book of business, from mass affluent to high-net-worth individuals. InvestCloud co-founder and CEO John