Blogs By Author | NaviPlan by InvestCloud

About the author:

Angela Pecoraro

Chief executive officer

As chief executive officer, Angela leads the global executive team steering them toward a common mission of delivering state-of-the-art technology to clients of all sizes worldwide. Her personal goal at Advicent is to perfect the customer experience and create extremely satisfied, life-long clients as well as develop a team of first-in-class leaders across the business.

InvestCloud acquires Advicent and the NaviPlan platform

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 CEO Angela Pecoraro named to Investment Advisor’s 15 Top Women in WealthTech for 2020 list

Advicent is thrilled to share that chief executive officer Angela Pecoraro has been named to Investment Advisor’s 15 Top Women in WealthTech for 2020 list.

A letter from the CEO regarding the Coronavirus (COVID-19)

Advicent Solutions is monitoring the impact and spread of the Coronavirus Disease 2019 (Covid-19). Advicent maintains business continuity, disaster recovery, and pandemic plans that are updated and tested annually.

How storytelling bolsters financial plans & client relationships

When advisors take the time to understand a client’s motivations, outlook and goals, and what they want to achieve for themselves and their families, they can present their expertise, services and added value in a way that will resonate on a deeper, emotional level.

NaviPlan adopted by First West Credit Union, strengthening reach in Canadian financial planning marketplace

Advicent announces that First West Credit Union has integrated the NaviPlan platform into the digital banking service offering for members and clients at the Canadian financial institution’s 51 branches across British Columbia.

How to stay connected to your clients right now

It goes without saying that we are living in extraordinary times. Fear, stress, and uncertainty are a dangerous mixture, leaving advisors to play a critical role in connecting with and calming their clients.

Articles by Angela Pecoraro