Video | Advicent: Technology with a financial impact

October 19, 2017 by Katelyn Rattray

About the author

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

Making an impact with Advicent technology

Advicent is the financial planning technology provider of choice for nearly 100,000 financial professionals within 4,000 clients worldwide, including five of the top seven custodians, 12 of the top 25 broker-dealers, five of the top 10 American banks, and seven of the top 10 insurance firms. Our decades of experience empower Advicent to create scalable technology prepared for regulatory changes; compliance workflow management; fully branded client experiences through industry-leading APIs; and superior cash flow and goal-based calculations. Advicent products are designed to satisfy the needs of every investor and are used in firms of all sizes. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future.

Technology for firms of all sizes

Our product suite is designed to enable advisors to take their clients from prospect to plan. We offer solutions to guide clients through every step of the financial planning process, from very complex high net worth plans to simple plans for beginning investors. The Advicent products are not only designed to satisfy the needs of every type of investor, but are also used in firms of all sizes, from independent advisors to regional banks to enterprise financial services organizations.

As an independent company, we have the ability to make quick decisions and remain innovative in our product changes and improvements. Advicent is able to efficiently take customer feedback and make the appropriate improvements throughout our line of products in order to effectively assist advisors in their workflows.

Advicent is also consistently experiencing growth through our strategic partnerships and our software integrations. Through these partnerships and integrations, we have been able to provide a holistic planning experience to advisors and their clients around the world. We continue to sustain the high quality of our current product offerings, while always working toward new features and capabilities.

To learn more about how Advicent technology serves all types of firms and their clients, click here.