Tell us a little about your business.

Enterprise
  • National bank

  • Life insurance firm

  • Wealth management firm

Mid-size
  • Regional bank

  • Community bank

  • Mid-size RIA firm

Independent Large icon
Independent icon
  • Independent advisor

  • Financial planner

  • Wealth manager

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Legacy and innovation

We know what advisors need and clients want. Our tools are built to help you both reach your goals.

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Experience icon

47years of experience

47

We have 47 years of experience, delivering innovative technology to advisors since 1969.

Referrals icon
90.3%get referrals

90.3%

90.3 percent of advisors
receive at least one
referral per plan.

Sell icon
64.7%sell products

64.7%

64.7 percent of advisors
make at least one
product sale per plan.

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120,000+advisors served

120,000+

Over 120,000 advisors globally have partnered with us.

Our proud partners

The continuing expansion of the integrations offered by Advicent gives advisors the ability to create more plans and grow their business.

Your friends say a lot about you, and we take pride in that. Advicent is proud to partner with industry-leading groups.

Strategic partners  |  Integrations

Just like our industry, we are always growing.

Take a look at what’s new and what’s coming up.

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