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Financial Technology Year

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Advicent (NaviPlan)

Advicent, part of InvestCloud, provides financial planning technology for financial professionals. Their NaviPlan platform offers scalable financial planning tools for advisors at all levels.
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Contact Advicent (NaviPlan)

Email: sales@advicentsolutions.com
Phone: 1-855-890-5900
Web: https://www.advicentsolutions.com/

Products or services

Narrator Client Portal
https://www.advicentsolutions.com/products/narrator-portal

Client portal focused on financial planning with interactive dashboards, scenario analysis, document... more...

NaviPlan
https://www.advicentsolutions.com/products/naviplan

Advanced cash flow planning, tax-sensitive retirement strategies, estate planning, Monte Carlo simul... more...


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