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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.
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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.
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August 3, 2015
Advicent Will Continue Providing Leading Financial Planning Technology to LPL Advisors Milwaukee, WI – August 3, 2015 Advicent Solutions, the leading provider of SaaS-based technology for the financial services industry, today announced that the company has been selected to participate in LPL Financial’s new Vendor Affinity Program. LPL, the nation’s…Read More