Tag : financial planning solution

Riskalyze and RightCapital Elevate Their Integration
Finance Fintech News

Riskalyze and RightCapital Elevate Their Integration

Fintech News Desk
The industry’s premier risk alignment and portfolio analytics platform seamlessly supplies position level account data to RightCapital’s dynamic financial plans Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and RightCapital, the next-generation financial planning tool that provides advisors with the ability to......
InvestCloud Acquires Advicent and the NaviPlan Platform
Cloud Digital Finance Fintech News

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 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......
1