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 […]
October 23, 2018

Advicent debuts NaviPlan® Client Report Editor enhancement for enterprise users at T3 Enterprise Conference

Advicent, an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will […]
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