What is Advicent?

Advicent is a provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.

Who owns Advicent solutions?

InvestCloud, Inc.
Advicent Solutions LP/Parent organizations

How much does NaviPlan cost?

Pricing for NaviPlan starts at $2195.00/year.

What is RetireUp?

RetireUp Classic Interactive tools and dynamic graphics enable you and your clients to quickly identify retirement income risks and opportunities, explore options, and reach a solution — all from a single platform.

What is finantix?

By injecting artificial intelligence and deep sector knowledge, Finantix enables Wealth Managers, Insurers and Banks to develop and nurture client relationships, to consolidate client knowledge and intelligence, to deliver insightful and compliant advice, to generate continuous analytics and decisioning support.

What is Tegra118?

Tegra118 is a provider of software solutions to the wealth and asset management industry with a vast network of broker-dealers.

How much does eMoney cost per year?

At an annual cost of $3,600 per advisor for the recently upgraded 360 Pro package, eMoney is more expensive than the average financial planning application. A discounted annual price of $2,400 per advisor is available for firms with 2 or more advisors, as long as all advisors in the firm are included as subscribers.

How much does Advizr cost?

Advizr Pricing: The Advizr software is available for $75/month, which includes the full package of financial planning software tools and also client PFM portal and account aggregation benefits.

What is income stability ratio?

The Income Stability Ratio is a proprietary calculation within RetireUp. It simply measures the percentage of retirement income that is being generated from guaranteed or known sources, versus the percentage that is dependent on the market.

How much is InvestCloud?

‘ InvestCloud serves banks, insurers, broker-dealers and RIAs. It has $4 trillion in assets administered on its platform, generates $285 million in revenue and employs more than 900 people. The financials suggest the $1-billion valuation may square with reality for the financial technology company, Seivert adds.

What is vestmark?

Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients’ portfolios using an innovative SaaS ecosystem.

Is eMoney any good?

“EMoney review” Great financial software that can be used for planning, aggregation, tracking client goals and assisting with budgeting. Lots of customization available! Tons of webinars for training and excellent client support for users.