Founded as Zywave, and later known as Emerging Information Systems Inc. (EISI), the company was rebranded as Advicent Solutions in 2014. It specialized in developing financial planning software, such as its flagship products NaviPlan and Figlo, for financial advisors, wealth managers, and large financial institutions. The company's mission was to empower advisors with technology to deliver comprehensive and collaborative financial advice. In July 2020, Advicent was acquired by the global fintech firm InvestCloud, and its products have since been integrated into the InvestCloud financial planning and digital client communication suites.

Founded in

United States