Check out your Company Bowl for anonymous work chats.
Advicent is excited to share that it has been named a finalist for the WP Readers’ Choice Award for Service Provider of the Year as part of the 2020 Wealth Professional Awards, the leading independent awards event for the wealth management industry.
Advicent announced as a finalist in 2020 Wealth Professional Awards for Service Provider of the Year
Check out what our product teams have been working on with our latest release!
Product update | NaviPlan 20.1 release
Doing what we can to help! Our mission is to enable everyone to understand and impact their financial future. In these unprecedented times, we are delivering on this mission by now offering the NaviPlan client portal for free to all retail NaviPlan users.
NaviPlan client portal available free to all advisors through December 2021
Check out what our product teams have been working on over the last quarter!
Product update | NaviPlan 20.0 release
We're excited to be hosting Code + Brews WEST in April! Save the date and click the link to register!
Code + Brews WEST: April 2020
Beyond excited to share that Advicent CEO Angela Pecoraro has been named to ThinkAdvisor's 15 Top Women in WealthTech for 2020 list.
Top Women in WealthTech 2020: Angela Pecoraro of Advicent | ThinkAdvisor
Our development team set a goal of leveraging modern frameworks and fundamental innovations to enhance our product. Read this blog from one of our Software Developers for an overview of the stack that supports our new tool!
Guided Retirement tool tech stack at a glance
With women making up just 37% of the total #FinTech workforce and 19% of C-suite leaders, we believe strongly in empowering female talent to succeed in our industry. Introducing one of the exciting ways we do so at Advicent, with our "RAD Women" group.
Introducing Advicent's RAD Women group
Check out all the cool stuff we've done in our latest release!
Product update | NaviPlan 19.3 release
Our latest update to NaviPlan introduces enhancements to the Report Editor, support for operating companies for Canadian users, state tax updates for US users, and much more. Read the release details: http://glassdoor.com/slink.htm?key=vMeER
Product update | NaviPlan 19.1 release