Startups
At NaviPlan, we provide financial planning software solutions for financial services firms both large and small. Our advisor software can scale for any client need – from simple retirement planning to ultra high-net-worth estate planning
Overview
Location
United States, Wisconsin, Milwaukee
Investors 1
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Mentions in press and media 2
| Date | Title | Description |
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| Sep 28, 2014 | Advicent Solutions Acquires Figlo | Advicent Solutions acquired Figlo, a Rotterdam, Netherlands-based company that develops software to increase real-time communication and collaboration between financial advisors and clients. The acquisition, whose amount was not disclosed, ... |
Reviews 0
FAQ about NaviPlan by InvestCloud
What has the press written about NaviPlan by InvestCloud?
Parsers VC has collected 2 articles mentioning NaviPlan by InvestCloud, among them “Advicent Solutions Acquires Figlo” (Sep 28, 2014).
Is NaviPlan by InvestCloud still active?
Yes, NaviPlan by InvestCloud is active; its latest activity on Parsers VC dates from May 6, 2021.