Advicent Solutions Company Updates | Glassdoor

Company Updates

  • Check out what our product teams have been working on over the last quarter!

  • We're excited to be hosting Code + Brews WEST in April! Save the date and click the link to register!

  • Beyond excited to share that Advicent CEO Angela Pecoraro has been named to ThinkAdvisor's 15 Top Women in WealthTech for 2020 list.

  • 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!

  • 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.

  • Check out all the cool stuff we've done in our latest 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:

  • Naviplan 19.0! New user interface and customized reporting top list of upgrades designed to foster both collaboration and customization.

    Advicent makes the comprehensive planning experience more intuitive with release of NaviPlan 19.0

    Advicent, an industry-leading provider of financial planning technology, has released NaviPlan 19.0, which contains several upgrades designed to make this highly versatile financial planning software even more intuitive for users.

  • Exciting news as we bring on a VP, PX! Welcome Asha!

    Advicent demonstrates its commitment to NaviPlan users with appointment of VP of partner experience

    MILWAUKEE--()-- Advicent, an industry-leading provider of financial planning technology, has named Asha Dewan to be the firm's vice president of partner experience. In this crucial role, she will oversee the company's Partner Experience Program along with the global support and professional services teams while reporting to Chief Operating Officer Anthony Stich.

  • Check out our upcoming product updates!

    Product update | A new NaviPlan experience launches April 15

    On April 15, we will be delivering the first of several remarkable updates to NaviPlan ® that will be arriving this year. This new NaviPlan experience begins with an entirely overhauled user interface, which will allow users to leverage our industry-leading planning technology with greater ease of use than ever before.

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