Advicent announces new financial planning software and client portal updates
December 04, 2017 09:01 ET
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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
September 28, 2017 08:00 ET
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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
August 22, 2017 08:00 ET
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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
August 07, 2017 08:00 ET
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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
June 27, 2017 09:16 ET
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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
May 30, 2017 10:53 ET
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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
July 21, 2014 08:08 ET
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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...