Advicent announces new financial planning software and client portal updates
04 déc. 2017 09h01 HE
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Advicent
Milwaukee, WI, Dec. 04, 2017 (GLOBE NEWSWIRE) -- Advicent, a leading provider of financial planning technology, has announced updates to its best-in-class NaviPlan financial planning engine,...
Advicent names new chief operating officer
28 sept. 2017 08h00 HE
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Advicent
Milwaukee, WI, Sept. 28, 2017 (GLOBE NEWSWIRE) -- Advicent, the leading provider of financial planning technology, is pleased to announce the promotion of Anthony Stich to chief operating officer....
Advicent solidifies lead in enterprise market with new Narrator® Connect APIs and online developer portal
22 août 2017 08h00 HE
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Advicent
Milwaukee, WI, Aug. 22, 2017 (GLOBE NEWSWIRE) -- Advicent, a leading provider of financial planning technology, announced updates to its best-in-class Narrator® Connect API platform, including...
Advicent launches a new partnership with Envestnet
07 août 2017 08h00 HE
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Advicent
Milwaukee, WI, Aug. 07, 2017 (GLOBE NEWSWIRE) -- Advicent, a leading provider of SaaS technology solutions for the financial services industry, announced today a new integration with Envestnet, a...
Lighthouse Financial Network selects Advicent as strategic financial technology partner
27 juin 2017 09h16 HE
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Advicent
Milwaukee, WI, June 27, 2017 (GLOBE NEWSWIRE) -- Advicent, a leading provider of financial planning technology, has confirmed their partnership with Lighthouse Financial Network, LLC, a wealth...
Advicent announces new partnership with Shareholders Service Group to provide innovative FinTech to advisors
30 mai 2017 10h53 HE
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Advicent
Milwaukee, WI, May 30, 2017 (GLOBE NEWSWIRE) -- Advicent, the leading provider of financial planning technology, announced today a new partnership with Shareholders Service Group (SSG). Based in San...
Advicent Adds NaviPlan LEADS(TM) and Integrations with Morningstar OfficeSM and Redtail CRM to the NaviPlan(R) Tool
21 juil. 2014 08h08 HE
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Advicent
MILWAUKEE, Wis., July 21, 2014 (GLOBE NEWSWIRE) -- via PRWEB - Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead...