NaviPlan by InvestCloud

05/05/2021

Today, we are proud to announce that Advicent is now a part of InvestCloud, Inc., the global leader in cloud-based financial digital solutions.

The acquisition aims to create the world’s leading financial planning solution – bridging the advisor-client communication gap by combining Advicent’s cash flow, trust and tax financial planning engines with InvestCloud’s digital client and advisor platform and existing market leading goal-based financial planning engines.

John Wise, Co-Founder and CEO of InvestCloud said: "The Advicent team has created a great asset which, when combined with InvestCloud’s expertise in Digital Design, Gaming Theory, Decision Theory and Data Science, will accelerate the Advisor experience and drive better adoption and better outcomes. I’m thrilled to welcome Advicent into the InvestCloud family.”

Angela Pecoraro, CEO of Advicent, said: "We are pleased to be joining forces with InvestCloud, the world’s best and most comprehensive financial digital platform for wealth and specializes in intuitive and empathetic digital experiences, visualizations and workflows.”

We look forward to our clients benefitting from InvestCloud’s design-first approach to digital and the power of the Advicent engines to create unparalleled empathetic plans for all their clients.

Learn more:

California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.

05/04/2021

As the pace of digital advancement accelerates, have a growing opportunity to transform their client experience.

Angela Pecoraro's latest on Think Advisor examines how data can be harnessed in the process:

The advancement of digital innovation and efficiency, driven by data, enables advisors to optimize financial plans by expediting the analysis of needs for clients and prospects — and add greater value with more accurate cost projections and well-informed recommendations.

04/30/2021

Attracting the next generation of is key for firms to retain books of business and drive future growth.

Learn how to find the right talent, entice candidates, and compete for the hires in this whitepaper:

Advisors are retiring in record numbers with fewer young professionals stepping in to take their place. This shortage has made it increasingly difficult to recruit and retain new talent. Where does the search begin when your firm has a need to hire a financial advisor?

04/29/2021

Your clients want to feel heard. Take your business plan to the next level by incorporating client surveys to help identify actionable goals that will support client relationships and firm growth.

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Take your business plan a step further by incorporating a client survey to help advisors and firms identify actionable goals, avoid attrition, and build a great relationship with your clients.

04/27/2021

Today's face various pain points across the process.

Learn how to identify and address these roadblocks to firm success:

Firms face a multitude of roadblocks created by organizational processes, evolving investor demands, and the industries in which they operate. In order to achieve growth and success, firms must equip advisors with the tools to overcome these challenges.

04/26/2021

This time tomorrow, join Anthony Stich of NaviPlan by Advicent Brian McLaughlin of Redtail Technology, Corey Westphal of Mobile Assistant, Inc., and moderator Kristen Schmidt of RIA Oasis as they explore the pain points of today's and how can help.

Register now for the 'Shifting Tides' joint webinar, kicking off Tuesday at 2:30 PM CT: https://register.gotowebinar.com/register/5059561499045220620

04/23/2021

Join us next week for the Finlocity XCELLR8 Advisor FinTech Summit and learn ways to strengthen client relationships & superpower your planning with our very own Tom Burmeister on 4/28 at 11:00 AM ET!

Register now: finlocity.com/fintech-summit

04/22/2021

Though we might not always notice, data, analytics, and artificial intelligence play an ever-increasing role in our daily lives.

In this whitepaper, learn how AI is enabling to identify selling opportunities with less effort than ever before:

In today’s digital age, advisors are competing with much more than just the firm down the block. By leveraging innovations in planning technology and embracing opportunities created by AI, advisors can do far more, with far less.

04/21/2021

Next Tuesday, join Anthony Stich of NaviPlan by Advicent, Brian McLaughlin of Redtail Technology, Corey Westphal of Mobile Assistant, Inc., and moderator Kristen Schmidt of RIA Oasis to explore the pain points of today's and how can help.

Register now for the 'Shifting Tides' joint webinar, kicking off at 2:30 PM CT: https://register.gotowebinar.com/register/5059561499045220620

04/09/2021

Anthony Stich joins Michael Batnick and Ben Carlson on the latest episode of the Animal Spirits podcast to discuss listener mailbag questions.

Check out the episode below:

Anthony Stich joins Michael Batnick and Ben Carlson on the latest episode of the Animal Spirits podcast to discuss listener mailbag questions.

04/08/2021

With an extended filing deadline and new complications on the minds of investors, have a great opportunity for growth during the 2021 tax season.

Learn more:

What CPAs and other advisors can do to ease the tax planning process for their clients, and their firms, and create opportunities for growth in the area of financial planning.

04/06/2021

The financial tastes of today's investors are changing and a new set of realities face those planning for retirement.

In this whitepaper, learn how can navigate this new environment:

The financial tastes of tomorrow’s retirees are changing and for advisors to elevate their appeal to these investors, evolution is required.