NaviPlan announced as winner of 2021 Wealth Professional Readers’ Choice Award for Service Provider

June 03, 2021 by Anthony Stich

Thumbnail image for NaviPlan by InvestCloud winning 2021 Wealth Professional Awards Service Provider of the Year

About the author

Anthony Stich

Chief operating officer

Anthony Stich has one goal: to develop a team of exceptional customer success leaders across the globe, empowering them with the latest methods of strategic planning, content development, and lead generation to successfully grow Advicent, the leading provider of SaaS technology solutions for the financial services industry, into a global brand. Published in numerous global outlets including the Journal of Financial Planning,, Investopedia, and bobsguide as well as being featured on Financial Advisor IQ, Asset TV, and Bank Bosun, Stich has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.

NaviPlan by InvestCloud is excited to share that it has been selected as the winner of the WP Readers’ Choice Award for Service Provider of the Year as part of the 2021 Wealth Professional Awards. Now in its seventh year, the Wealth Professional Awards is the leading independent awards event for the wealth management industry designed to recognize excellence and highlight the outstanding achievements of those in the business.

The Service Provider of the Year award acknowledges those with a proven track record of providing both advisors and firms with the superior service and assistance needed to perform their duties. Not only does the award criteria consider those who demonstrate a unique value proposition and major strengths amongst industry competition, but also those who have consistently innovated and shown how they stay ahead of the curve for the betterment of the industry.

The entire NaviPlan by InvestCloud team is honored by this recognition from the readers of Wealth Professional. For us, the criteria to be selected for this award represents more than a set of required qualifications and instead reinforces our mission to empower everyone to understand and impact their financial future. We are proud to create the tools necessary for advisors and firms to provide their clients with quality advice to navigate the financial complexities of life.

NaviPlan – now part of InvestCloud – is built upon the most precise calculation engine in the financial planning market and empowers firms to cater their services to any client. From simple goals-based assessments to advanced cash flow planning analysis, NaviPlan is the financial planning platform of choice for over 140,000 financial professionals across the globe. Our software is a trusted solution in Canada for five of the top six Canadian life insurance companies, four of the top five Canadian banks, and is used to generate millions of financial plans each year worldwide.

Thank you to the readers of Wealth Professional for their selection of NaviPlan for this award and to the entire Wealth Professional team for organizing this event for a seventh year.

For more information on the NaviPlan financial planning platform, click here >