Announced
Synopsis
InvestCloud, a provider of cloud-based financial digital solutions, agreed to acquire Advicent, the premier cash flow, trust and tax financial planning provider, from Vista Equity Partners. Financial terms were not disclosed. The acquisition aims to create the world's leading financial planning solution. It does this by bridging the advisor-client communication gap by combining Advicent's cash flow, trust and tax financial planning engines with InvestCloud's digital client and advisor platform and existing market leading goal-based financial planning engines.
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