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iManage creates world's first benchmarking tool for knowledge workers

Knowledge work technology specialist iManage has announced that it has created the world’s first Knowledge Work Maturity Model™.

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InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket™

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket™
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

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Clinisys completes combination of Sunquest, HORIZON and ApolloLIMS businesses

/PRNewswire/ -- Clinisys today announces it has completed the combination of Sunquest Information Systems, HORIZON Lab Systems, and Apollo LIMS under its...

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InvestCloud Rolls out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America's Top Financial Planning Software for Wealth Clients

InvestCloud Rolls out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America's Top Financial Planning Software for Wealth Clients
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

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InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
finanznachrichten.de - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from finanznachrichten.de Daily Mail and Mail on Sunday newspapers.

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MSF hunts for digital agency months after naming social media partner

MSF hunts for digital agency months after naming social media partner
marketing-interactive.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from marketing-interactive.com Daily Mail and Mail on Sunday newspapers.

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InvestCloud acquires Advicent and the NaviPlan platform


InvestCloud acquires Advicent and the NaviPlan platform
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments
LOS ANGELES, May 5, 2021 /PRNewswire/ -- InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider.
Advicent, a Vista Equity Partners portfolio company, provides financial planning technology for over 140,000 financial professionals across nearly 3,000 firms worldwide. Through its NaviPlan platform, Advicent creates scalable financial planning software through industry-leading APIs as well as cash flow and goal-based planning engines. It aims to help thousands of financial professionals and their clients understand and impact their financial future. Advicent's global headquarters are in Milwaukee, Wisconsin, and its European base is in the Netherlands.

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MSF and IMDA conclude social media pitches

MSF and IMDA conclude social media pitches
marketing-interactive.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from marketing-interactive.com Daily Mail and Mail on Sunday newspapers.

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