Employment Verification
for Advicent Solutions.
Fast, secure, and automated employment verification for Advicent Solutions employees.
$39.99 per verification
Pay only when it worksAbout Advicent Solutions
Advicent Solutions was a financial technology company that specialized in developing financial planning software solutions for financial advisors, insurance companies, and financial institutions. Founded in 1969 as EISI (Economic Information Systems, Inc.), the company was later acquired by Vista Equity Partners in 2011 and rebranded as Advicent Solutions in 2013. The company was primarily known for its flagship product NaviPlan, a comprehensive financial planning software platform that enabled advisors to create detailed financial plans for their clients. Their product suite also included Profiles and Advisor Briefcase, tools designed to streamline financial advisory processes and client communication. In 2021, Advicent Solutions was acquired by InvestCloud, a global financial technology firm, in a move to expand InvestCloud’s financial planning capabilities. Prior to the acquisition, Advicent served over 140,000 financial professionals across 3,000 firms worldwide, including four of the top five custodians, seven of the top 10 broker-dealers, seven of the top 10 insurance firms, and four of the top five banks in North America. The company was headquartered in Milwaukee, Wisconsin, and maintained a significant presence in the financial technology sector through its development of APIs and digital solutions for wealth management professionals.
The information on this page is not an endorsement of Truv’s services by Advicent Solutions and is meant to be purely informational.
Verify Advicent Solutions Employees
- Fast and automated verification: Most employment and income verifications are completed in under 24 hours.
- Secure and reliable: Truv is SOC2 TYPEII Compliant. Certified for Fannie Mae’s Day 1 Certainty® and Freddie Mac’s AIM®.
- Cost-effective pricing: Pay only for successful verifications and save up to 50% compared to competitors.
Category
Program DevelopmentNumber of employees
200.0 – 500.0
Information sourced from public company data.
Advicent Solutions Employment Verification FAQs.
You can verify employment for Advicent Solutions employees through Truv, a secure and automated verification service. Truv provides quick and cost-effective employment verifications for Advicent Solutions and many other employers.
Yes, Truv offers both employment and income verification services for Advicent Solutions employees. This service is designed to be comprehensive, covering both employment status and income information.
Most verifications through Truv are completed in under 24 hours.
Yes, we emphasize security in our verification process. Truv provides secure and automated verifications to protect employee information.
Truv operates on a pay-per-success model, meaning you only pay for successful verifications. On average, users save about 50% compared to competitors’ services.
Yes, Truv provides verification services for various Program Development companies. Some examples mentioned include IBML, Informatix and Chemaxon.
No, the information provided about Truv’s verification services is not an endorsement by the Advicent Solutions.
Not the employer you were looking for?
Also verified with Truv
About Advicent Solutions
Advicent Solutions was a financial technology company that specialized in developing financial planning software solutions for financial advisors, insurance companies, and financial institutions. Founded in 1969 as EISI (Economic Information Systems, Inc.), the company was later acquired by Vista Equity Partners in 2011 and rebranded as Advicent Solutions in 2013. The company was primarily known for its flagship product NaviPlan, a comprehensive financial planning software platform that enabled advisors to create detailed financial plans for their clients. Their product suite also included Profiles and Advisor Briefcase, tools designed to streamline financial advisory processes and client communication. In 2021, Advicent Solutions was acquired by InvestCloud, a global financial technology firm, in a move to expand InvestCloud’s financial planning capabilities. Prior to the acquisition, Advicent served over 140,000 financial professionals across 3,000 firms worldwide, including four of the top five custodians, seven of the top 10 broker-dealers, seven of the top 10 insurance firms, and four of the top five banks in North America. The company was headquartered in Milwaukee, Wisconsin, and maintained a significant presence in the financial technology sector through its development of APIs and digital solutions for wealth management professionals.
The information on this page is not an endorsement of Truv’s services by Advicent Solutions and is meant to be purely informational.
Verify Advicent Solutions Employees
Truv provides quick, secure and cost-effective employment and income verifications for thousands of verifiers. The process is simple and automated and most employees are verified in under 24 hours. You only pay for successful verification and can save on average 50% compared to competitors. Thousands of verifiers love Truv because it’s been never been easier and more streamlined to verify an employee. Learn more
Advicent Solutions Employment Verification FAQ.
You can verify employment for Advicent Solutions employees through Truv, a secure and automated verification service. Truv provides quick and cost-effective employment verifications for Advicent Solutions and many other employers.
Yes, Truv offers both employment and income verification services for Advicent Solutions employees. This service is designed to be comprehensive, covering both employment status and income information.
Most verifications through Truv are completed in under 24 hours.
Yes, we emphasizes security in our verification process. Truv provides secure and automated verifications to protect employee information.
Truv operates on a pay-per-success model, meaning you only pay for successful verifications. On average, users save about 50% compared to competitors’ services.
Yes, Truv provides verification services for various Program Development companies. Some examples mentioned include IBML, Informatix and Chemaxon.
No, the information provided about Truv’s verification services is not an endorsement by the Advicent Solutions.
Yes, Truv provides an option to « Start a verification » directly from this website for Advicent Solutions employees and employees of many other organizations.