Private Equity Portfolio
SaaS-based technology solutions for the financial advice and planning industry.
Advicent Solutions is the leading provider of SaaS-based technology solutions for the financial advice and planning industry. The Company’s products include web-enabled marketing communications, needs assessment, and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers.
Advicent is headquartered in Milwaukee, WI.
Vista Equity Partners Fund III completed a buyout of Emerging Information Systems Inc. (“EISI”) in November 2011 and rebranded the Company Advicent.
Founded in 1996 and headquartered in Rotterdam, Figlo is the leading provider of financial planning software in the Netherlands, serving financial advisors, major banks, and financial service providers. More than 750 companies use Figlo’s software to empower the financial futures of over 2 million of their clients.
Advicent Solutions acquired Figlo in September 2014.