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 gobally 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.
June 9, 2015
Advicent Software Allows Firms to Create a More Unique and Personalized Approach London – 9th June, 2015 Advicent Solutions, provider of technology solutions for financial institutions, launched Narrator™ in the United Kingdom today. Advicent is a market leader in North America, Canada and the Netherlands, and this is the…Read More