Financial planning software for every advisor at any firm

Enterprise
  • National bank

  • Life insurance firm

  • Wealth management firm

Mid-size
  • Regional bank

  • Community bank

  • Mid-size RIA firm

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Independent icon
  • Independent advisor

  • Financial planner

  • Wealth manager

Technology with a financial impact

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

48

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

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100,000advisors served

100,000

100,000 financial professionals globally have partnered with us.

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Reduce time spent planning by up to50%

50%

Advisors leveraging
Advicent technology
can reduce planning time
by 50 percent.

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Grow your AUM by
up to200%

200%

Advisors leveraging
Advicent technology
can grow AUM by up to
200 percent.

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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