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.
July 27, 2015
Milwaukee, WI - July 27, 2015 Advicent, the leading provider of SaaS technology solutions for the financial services industry, announced the latest additions to the NaviPlan® financial planning tool today, including progress planning, new functionality and improved reporting features. These NaviPlan® updates allow for more flexibility and insight to further…Read More