Press releases
Keep up-to-date with the latest NaviPlan product updates, integrations, partnerships, events, corporate news, and more.
Keep up-to-date with the latest NaviPlan product updates, integrations, partnerships, events, corporate news, and more.
InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider.
May 5, 2021
Integration with MX enables the seamless alignment of clients’ financial data & plans in the NaviPlan client portal—available at no cost to all advisors, including current users, through December 2021.
August 31, 2020
Advicent today announced it has been named to the 2020 WealthTech100 list, an annual collection of 100 of the most innovative technology providers in the wealth management industry.
April 28, 2020
Advicent announces that First West Credit Union has integrated the NaviPlan platform into the digital banking service offering for members and clients at the Canadian financial institution’s 51 branches across British Columbia.
April 16, 2020
As part of latest enhancements by Advicent, the guided retirement tool in NaviPlan can harness Aivante’s data analytics to strengthen financial plans with personalized medical-expense calculations modeled within minutes
December 18, 2019
Most Recent Updates to NaviPlan®, Rolled Out Today at T3 Enterprise Conference, Further Customize Digital Interactions to Deliver Action-Oriented Results for Clients & Advisors Alike
October 29, 2019
Latest version of Advicent's financial planning platform enables advisors to tax-efficiently incorporate operating companies in Canadian clients' plans.
July 23, 2019
Advicent, an industry-leading provider of financial planning technology, has released NaviPlan 19.0, which contains several upgrades designed to make this highly versatile financial planning software even more intuitive for users.
April 15, 2019
Advicent has named Asha Dewan to be the firm’s vice president of partner experience where she will oversee the company’s Partner Experience Program along with the global support and professional services teams.
March 27, 2019
The industry-leading NaviPlan® developer calls on advisors to embrace the Third Wave of Financial Planning; predicts a new criteria for modern planning practices
January 30, 2019
Large firms will have unrivaled home-office control over client report content and configuration
October 23, 2018
Industry veterans Michelle Bruce and Paul Raisanen bring decades of program management and analytics experience to strategic product initiatives
September 10, 2018
Longtime strategic account manager Tom Burmeister brings deep domain expertise to future partnerships and product development initiatives
June 4, 2018
NaviPlan® 18.0 announced with tax updates as well as new client reports and client portal functionality.
March 13, 2018
John Heinen named chief technology officer and Brian Kutmas promoted to vice president of product development at the industry-leading FinTech firm
February 21, 2018
Narrator® Clients user experience and Presentation Module enhancements along with new NaviPlan® client reports available in latest release
December 4, 2017
Firm promotes Anthony Stich to lead customer experience and global go-to-market strategy.
September 28, 2017
New API capabilities from Advicent enable firms to remain competitive and develop custom solutions
August 22, 2017
Advicent develops NaviPlan® integration abilities with the Envestnet platform.
August 7, 2017
Long Island, NY-based wealth management firm integrating NaviPlan as cornerstone for client-advisor technology platform
June 27, 2017
Industry-leading technology from Advicent—NaviPlan® and Narrator® Clients portal—made available to RIAs that use the services of Shareholders Service Group
May 30, 2017
Advicent to provide technology tools to meet combination of regulatory, client collaboration, and financial planning needs.
April 25, 2017
NaviPlan now offers a fully digital data collection experience within Narrator Clients.
April 10, 2017
The Advicent Innovation Summit will provide attendees insight about remaining competitive in the shifting financial services landscape through an exceptional digital client experience.
April 6, 2017
Leadership focused on innovation, enterprise services, and client experience points Advicent toward continued success.
April 4, 2017
Advicent introduces new client reports and Quovo® Custodial Feeds integration in its latest update of the NaviPlan financial planning software.
February 13, 2017
Janney to utilize the NaviPlan® financial planning software along with Presentation Module from Advicent to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduciary standards.
January 18, 2017
Advicent to provide access to North Highland DOL Fiduciary Foundations Playbook for rule implementation
November 18, 2016
The Compliance Blueprint is a three-part offering from Advicent which includes unique DOL-ready financial planning software functionalities; thought leadership and expert consultation services; and a commitment to future product enhancements — all supported by decades of experience providing superior service to its clients during regulatory changes of the past.
November 16, 2016
Technology firm adds seasoned FinTech leader to its senior leadership team to bolster product line and help firms meet new DOL regulations
October 31, 2016
Narrator Connect from Advicent enables organizations to exceed client expectations and leverage technology in a DOL compliance strategy through customizable API technology
October 27, 2016
Advicent updates Morningstar integration to move from returns-based to holdings-based asset allocation.
August 23, 2016
The fourth Advicent Innovation Summit, free to registered individuals, will provide knowledge and tools to arm industry leaders for success in the transformation of financial planning.
July 25, 2016
Advicent to offer DOL Education Center document group in its Advisor Briefcase® marketing communications tool.
July 18, 2016
The availability of Narrator Clients, along with updates to client presentations, reports, and more, are all included in the latest version of NaviPlan®, the industry’s most comprehensive financial planning tool.
July 11, 2016
Advicent expands integration capabilities with Pershing’s NetX360®.
July 5, 2016
Advicent is providing tools to arm advisors for success as financial planning becomes a larger focus among financial services organizations.
June 28, 2016
Industry-leading financial planning solutions and API-driven tools empower advisors to provide an exceptional digital client experience.
June 15, 2016
Narrator® Clients, Narrator® Advisor, and Narrator® Connect debut.
June 6, 2016
Narrator Connect from Advicent enables organizations to exceed client expectations through customizable API technology.
May 23, 2016
Advicent expands integration capabilities with Albridge Wealth Reporting™.
April 11, 2016
Priority Financial Group has recently begun implementation of NaviPlan®, the most comprehensive financial planning software in the industry, to engage clients like never before.
April 11, 2016
Changes to Client Presentation, Tax Updates, Private Corporation, and more are all included in the latest version of NaviPlan®, the industry’s most sophisticated financial planning tool.
March 21, 2016
The next Advicent Innovation Summit, free to registered individuals, will provide knowledge and tools to arm industry leaders for success in the wake of United Kingdom pension reform and emerging automated robo-advisors.
March 3, 2016
Mutual Financial Group has recently begun implementation of NaviPlan®, the most comprehensive financial planning software, to engage clients like never before.
February 15, 2016
Personal financial management, account aggregation, client portal, document vault, and more – all included with the next product release from Advicent.
February 9, 2016
Changes to Next-Gen Reports, Business Entities (Net Worth), Canadian Tax Updates, and more are all included in the latest version of NaviPlan, the industry's most sophisticated financial planning tool.
November 17, 2015
Advicent demonstrates the new direction of financial planning.
October 29, 2015
Advicent is excited to announce the addition of an integration between the Figlo® interactive financial planning tool and Orion to further expand its integration offerings.
October 21, 2015
Advicent is pleased to announce that Narrator®, a state-of-the-art customized application builder, will be integrated with NaviPlan®, the industry’s most powerful and flexible financial planning application, in early 2016.
October 1, 2015
Partnership to create a better and more effective financial planning experience.
September 3, 2015
Advicent, the leading provider of SaaS technology solutions for the financial services industry, continues to innovate as it releases the latest version of the Figlo® interactive planning tool today.
August 31, 2015