We know what advisors need and clients want. Our tools are built to help you both reach your goals.
Delivering innovative technology to advisors since 1969.
90.3% of advisors receive at least one referral per plan.
64.7% of advisors make at least one product sale per plan.
Over 120,000 advisors globally have partnered with us.
Read what some of our partners have to say.
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.
Take a look at what’s new and what’s coming up.
June 15, 2016
Industry-leading financial planning solutions and API-driven tools empower advisors to provide an exceptional digital client experience Advicent is pleased to announce that they have been named a finalist in the 2016 WealthManagement.com Industry Awards. The awards recognize companies and organizations that support financial advisor success in categories such as “Financial…Read More