— Our Mission —

To enable everyone to understand and impact their financial future.

How do we do it? By providing innovative financial planning, lead generation and marketing communication tools that have global reach. Use our interactive assessment to find out which tools are right for your business.

The numbers don’t lie

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

46 years experience

Delivering innovative technology to advisors since 1969.

90.3% get referrals

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

64.7% sell products

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

120,000+ advisors served

Over 120,000 advisors globally have partnered with us.

Don’t take our word for it

Read what some of our partners have to say.

Advicent™ tools allowed one advisor to increase his referrals per plan from 0 to a minimum of 3.

“I went from getting no referrals to two per week. Now, every plan I make gets me a minimum of three referrals.”

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.

Your friends say a lot about you, and we take pride in that.

Advicent is proud to partner with these groups.

Strategic Partners

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Integration Partners

TD Ameritrade
View all Integrations

Just like our industry,
we are always growing.

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

Latest Press Release

NaviPlan 15.2 is coming with new Net Worth and Client Reports enhancements

November 17, 2015

Changes to Next-Gen Reports, Business Entities (Net Worth), Canadian Tax Updates, and more are all included in the latest version of NaviPlan, the industry's most sophisticated financial planning tool.   "At Advicent Solutions, we are constantly striving to meet all the expectations of our partners," stated Jennifer Priestley, Product Director of…

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