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Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world`s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power our Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Everything comes back to our core mission—enabling everyone to understand and impact their financial future.
Pacific Innovation is a Santa Barbara, CA-based company in the Software and Internet sector.
Microstar Software is a Carlsbad, CA-based company in the Software and Internet sector.
741 Studios is a Walnut Creek, CA-based company in the Software and Internet sector.
Cloud9 Technologies is the leading voice collaboration and analytics firm for the financial markets that is reinventing the way traders communicate. We offer advanced trader communication, voice analytics and transcription solutions