NaviPlan from InvestCloud | Wealth professional


    The WP Readers’ Choice Award as Service Provider of the Year

    NaviPlan – now part of InvestCloud – is proud to be selected as the winner of the WP Readers’ Choice Award for Service Provider of the Year as part of the Wealth Professional Awards 2021. The WP Awards continue to be a measure of industry success in Canada and an event our team looks forward to every year. For the Service Provider of the Year Award, the criteria consider not only those with a proven track record of providing superior service and support, but also those who have consistently innovated for the benefit of the industry. “This recognition by the readers of Wealth Professional is a tribute to the entire team,” said Anthony Stich, NaviPlan’s chief operating officer. “For us, the criteria to be selected for this award represent more than just a set of required qualifications and instead reaffirm our mission to enable everyone to understand and influence their financial future. We pride ourselves on creating the tools consultants and businesses need to provide quality advice to their clients to help them navigate the financial complexities of life. ”Our platform is built on the most accurate calculation engine in the financial planning market, enabling businesses to offer their services to every customer. From simple goal-based assessments to advanced cash flow planning analysis, the solution is the financial planning platform of choice for more than 140,000 financial professionals worldwide. Our software is a trusted solution in Canada for five of Canada’s top six life insurance companies and four of Canada’s top five banks and is used to generate millions of financial plans worldwide each year. Thank you to the readers of Wealth Professional who selected us for this award and to all of the fortune.

    Company Name: NaviPlan from InvestCloud
    E-mail: [email protected] / [email protected]
    Phone number: (888) 692-3474
    Website: /


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