at Financial Technnology Year
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NaviPlan
NaviPlan, acquired by InvestCloud, provides sophisticated financial planning software for financial advisors serving high-net-worth and mass affluent clients.
Contact NaviPlan
Email: sales@advicentsolutions.com
Phone: +1 855-885-7526
Web: https://www.naviplan.com/
Products or services
Advanced financial planning platform with comprehensive planning capabilities including education fu... more...