InvestCloud Introduces New Features for NaviPlan, a Financial Planning Software Solution

InvestCloud, which claim to be the global leader in digital transformation for the financial industry, announced 80 new features to its digital planning tool NaviPlan, “to further support the most complex needs of high-net-worth individuals (HNWIs).” The upgrade also “further integrates NaviPlan into the InvestCloud… Read More
Read more in: Fintech | Tagged digital technology, digital transformation, digitalization, financial planning, financial services, high net worth individuals, hnwis, investcloud, john wise, naviplan