— Our Mission —

To enable everyone to understand and impact their financial future.

How do we do it? By providing innovative financial planning, lead generation and marketing communication tools that have global reach. Use our interactive assessment to find out which tools are right for your business.

The numbers don’t lie

We know what advisors need and clients want. Our tools are built to help you both reach your goals.

46 years experience

Delivering innovative technology to advisors since 1969.

90.3% get referrals

90.3% of advisors receive at least one referral per plan.

64.7% sell products

64.7% of advisors make at least one product sale per plan.

120,000+ advisors served

Over 120,000 advisors gobally have partnered with us.

Don’t take our word for it

Read what some of our partners have to say.

Advicent™ tools allowed one advisor to increase his referrals per plan from 0 to a minimum of 3.

“I went from getting no referrals to two per week. Now, every plan I make gets me a minimum of three referrals.”

After offering a new fee structure that helped develop long-term relationships with his clients, one advisor used Advicent™ tools to illustrate recommendations and show where he exceeded client expectations. This led to a steady stream of warm leads and referrals from current clients.

Your friends say a lot about you, and we take pride in that.

Advicent is proud to partner with these groups.

Strategic Partners

View all Strategic Partners

Integration Partners

Schwab
TD Ameritrade
Albridge
Redtail
Ebix
Morningstar
Orion
AppCrown
View all Integrations

Just like our industry,
we are always growing.

Take a look at what’s new and what’s coming up.

Latest Press Release

Advicent and Redtail Partner through Figlo™ Integration

May 19, 2015

Integration Helps Advisors Spend More Time in Front of Clients Milwaukee, WI-- May 19, 2015 Advicent Solutions, the leading provider of SaaS-based technology for the financial services industry, and Redtail Technology, the leader in web-based client relationship management solutions for financial advisors, have partnered together to launch their most recent…

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