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.
October 1, 2015
Advicent Solutions is pleased to announce that Narrator™, a state-of-the-art customized application builder, will be integrated with NaviPlan®, the industry’s most powerful and flexible financial planning application, in early 2016. This integration will empower the clients of Advicent Solutions to create truly unique user interfaces – an enhancement needed to…Read More