InvestCloud acquires Advicent and the NaviPlan platform
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments
LOS ANGELES, May 6, 2021 /PRNewswire/ -- InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow,...
Read more: InvestCloud acquires Advicent and the NaviPlan platform