Announcing our API development portal

Advicent is pleased to announce the launch of our Narrator^® Connect API development portal – a technical resource that provides large financial institutions with an endlessly customizable toolkit to improve their advisor and client experiences.

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The financial plan: The new lifeline of your practice

Download our most recent whitepaper, co-sponsored by InvestmentNews, to learn about how holistic financial planning can help satisfy client and compliance expectations.

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The Compliance Blueprint

After reviewing the DOL fiduciary standards, we have taken three major steps in building The Compliance Blueprint to ensure success when partnering with Advicent.

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National bank
Life insurance firm
Wealth management firm

Regional bank
Community bank
Mid-size RIA firm

Independent advisor
Financial planner
Wealth manager

Featured video: Generate a retirement plan in just five minutes with NaviPlan

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Legacy and innovation

At Advicent, we know what advisors need and clients want. Our advisor software is designed to help you both reach your goals and your clients' goals.

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48years of experience

47

We have 48 years of experience, delivering innovative technology to advisors since 1969.

90.3%get referrals

90.3%

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

64.7%sell products

64.7%

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

100,000advisors served

100,000

100,000 financial professionals globally have partnered with us.

"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.

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.

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Announcing our API development portal

The financial plan: The new lifeline of your practice

The Compliance Blueprint

Financial planning software for firms of all sizes

Featured video: Generate a retirement plan in just five minutes with NaviPlan

Legacy and innovation

47

90.3%

64.7%

100,000

Our proud partners

Just like our industry, we are always growing.

Open positions

Our latest tweets

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