#WealthTech / InvestCloud acquires cash flow firm Advicent to bridge advisor-client gap

Advicent, part of the Vista Equity Partners portfolio, provides financial planning technology for 140,000 financial professionals across nearly 3,000 firms worldwide.

Through its NaviPlan platform, Advicent creates “scalable financial planning software”… It aims to help thousands of financial professionals and their clients “understand and impact their financial future”.

InvestCloud specialises in digital platforms for the development of financial solutions… It wants to create “the world’s leading financial planning solution”. It plans to do this by bridging the advisor-client communication gap.

https://www.fintechfutures.com/2021/05/investcloud-acquires-cash-flow-firm-advicent-to-bridge-advisor-client-gap/