Advicent (InvestCloud)

Migrating a global financial company from Sitecore to Kentico


Professional Services




Ongoing since 2021



Advicent (now known as NaviPlan by InvestCloud) is a collection of financial-planning software to help enterprises to become more profitable and efficient with comprehensive reporting tools. This financial services and technology company came to us to do exactly what they do for their clients — provide efficiency and reduce costs. Working directly with Advicent's marketing team, we migrated and optimized four global websites on a limited timeline.


Migrate from Sitecore to Kentico

The Sitecore license was set to expire in just a few weeks — had to move fast.

Optimize four global websites

Seamlessly manage all US, CA, FR and NL assets.

Integrate with the Marketo system

Ensure all forms and integrations were rebuilt appropriately.


  1. 01.

    Migrating from Sitecore to Kentico

    Sitecore can be challenging. Not only was the license expiring, but Sitecore has a limit on how many users can be logged in at a time. This means we had to constantly communicate with their team to coordinate who is on the site and when — regularly working after hours to ensure accessibility.
  2. 02.

    Providing real-time improvements

    We managed all assets throughout the migration, which allowed us to streamline and optimize materials in real-time. Depending on the page, we could improve SEO, compress images, reduce page-load speed and build a better mobile experience.
  3. 03.

    Mapping out new Marketo integrations

    The marketing team wanted to ensure all forms and integration remained intact. This means we had to set up new automations between Kentico and Marketo, and provide necessary system training.
  4. 04.

    Welcoming the new owners

    Our client was acquired by InvestCloud mid-project. After taking some time to connect with the new stakeholders and share project goals, their new team agreed with our action plan so work could move forward.


  • Digital Experiences
  • Maintenance & Support

The continued evolution...

Since the initial migration, we've continue to help create a stronger user experience and ensure site security.

UX/UI Design

We're consistently working with Advicent's team to improve the overall user experience of its site.
read more about UX/UI Design

Website Development

Our team helps manage integrations, provides assistance with page development, or offers system support as needed.
read more about Website Development

Hosting & Security

As a financial company, it's critical to constantly Advicent's hosting and site security.
read more about Hosting & Security