“Can a best-of-breed financial planning engine become the central data and advice layer for wealth management platforms by deeply integrating account aggregation and planning analytics?”
NaviPlan was originally developed by Advicent Solutions as a leading financial planning software platform for financial advisors and wealth management firms in North America. InvestCloud acquired Advicent and NaviPlan (circa 2022), integrating it into its broader wealth management technology suite. The product continues to operate under the NaviPlan brand, now powered by InvestCloud infrastructure. NaviPlan's embedded finance story is primarily centered on data aggregation (via MX) to support holistic financial planning rather than direct financial product issuance.
NaviPlan connects to bank accounts through MX.
NaviPlan is headquartered in Milwaukee, WI (originally); now under InvestCloud.
Get a read on where your own stack stands against NaviPlan and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.