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.
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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.
August 31, 2015
Milwaukee, WI - August 31, 2015 Advicent Solutions, the leading provider of SaaS technology solutions for the financial services industry, continues to innovate as it releases the latest version of the Figlo® interactive planning tool today. This release includes updates to goal funding, reporting and increased ease of use. “We…Read More