InvestCloud, which claim to be the global leader in digital transformation for the financial industry, announced 80 new features to its digital planning tool NaviPlan, “to further support the most ...
Leveraging artificial intelligence to give financial advisors back time. That's the goal. That's the dream. And in 2023, it feels like countless fintech firms were making that promise to planners. Now ...
LOS ANGELES--(BUSINESS WIRE)--InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further ...
The global robo-advice market is expected to reach $41.83 billion by 2030, a compounded annual growth rate of 29.7%, according to a new study from Grand View Research. Smartphones and the increased ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The upgrade also further integrates NaviPlan into the InvestCloud Digital ...
Winnipeg, MB, Canada – Emerging Information Systems Inc. (EISI®), developer of NaviPlan® and Profiles™ needs analysis and financial planning software, today announced the newest version of NaviPlan ...
MILWAUKEE--(BUSINESS WIRE)--With the Department of Labor (DOL) fiduciary ruling set to take effect in April 2017, Advicent—the leading financial technology provider—has introduced The Compliance ...
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