The WP Readers' Choice Award for Service Provider of the Year
NaviPlan – now a part of InvestCloud – is excited to be selected as the winner of the WP Readers’ Choice Award for Service Provider of the Year as part of the 2021 Wealth Professional Awards. The WP Awards continue to be a benchmark of industry success in Canada, and it’s an event our team looks forward to each year. For the Service Provider of the Year Award, not only does the criteria consider those with a proven track record of providing superior service and assistance, but also those who have consistently innovated for the betterment of the industry. “The entire team is honored by this recognition from the readers of Wealth Professional,” says Anthony Stich, chief operating officer of NaviPlan. “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.” Our platform 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, 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 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 selecting us for this award and to the entire Wealth.
BUSINESS CONTACT DETAILS:
Company name: NaviPlan by InvestCloud
Email: [email protected] / [email protected]
Phone number: (888) 692-3474
Website: www.naviplan.ca / www.investcloud.com
