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InvestCloud to acquire Advicent and NaviPlan planning software
The acquisition follows the firm’s merger with Tegra118 that drove it to a $1 billion valuation. Market volatility has accelerated a focus on financial planning.
NaviPlan gets a new look
Features include insurance tool, cash-flow engine and 'modern' client reports.
NaviPlan financial planning desktop products to be discontinued
'Product sunset notification' catches at least one user off guard.
