The Globe and Mail

How this financial planning platform’s investment in AI has led to rapid expansion

Just when Mark Evans thought he was out of the financial services industry, they pulled him back in.

Mr. Evans, a former University of Manitoba professor who built leading planning software NaviPlan in the 1990s, retired in 2012 after selling his company to Zywave Inc. However, “being retired when none of your friends are isn’t much fun,” he says. And when former employees came knocking in 2017 with an idea to build an even better product, he couldn’t resist the challenge.

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