Angela Pecoraro

April 2, 2020

NaviPlan® Client Portal Free to All Advisors Through December 2021

Advicent announces that the client portal in its NaviPlan® financial planning platform will be available at no charge to all financial advisors, including current client portal users, […]
January 31, 2019

Advicent debuts new NaviPlan interface and retirement planning tool at T3 Advisor Conference

Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, demonstrated an entirely new user interface for NaviPlan as well as a new retirement […]
February 14, 2017

Advicent Announces Synopsis Reporting in NaviPlan® 17.0 as Part of The Compliance Blueprint at T3 Advisor Conference

Today at T3 Advisor Conference, Advicent, a leading provider of financial planning technology, announced new updates to its premier financial planning software tool, NaviPlan. Features in […]