September 1, 2020

Advicent Selects MX to Enhance Account Aggregation Capabilities in NaviPlan® Client Portal

Advicent today announced a strategic relationship with MX, a  financial data platform enabling organizations to develop, launch, and power new money experiences, to further improve account […]
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, […]