At Advicent, we believe in delivering the most accessible tools in the market to wealth managers, advisors, and planners of all kinds. Our integrations with leading technology providers will save you time, reduce the likelihood of errors, and, most importantly, allow you to spend more time in front of clients and prospects. We are continually developing new integrations to make your workflows as seamless as possible, so check back to see the latest efficiencies available for you and your business.
Quovo Custodial Feeds integrate with a large number of direct custodial feeds for portfolios directly managed by advisors, financial planners, and broker-dealers — providing unparalleled access to rich, deep financial data.
Because Quovo regularly expands its feed support, please call our team at (855) 885-7526 for information on any specific integration. You can read more about our Quovo integration in our full list of integrations below.
Albridge, an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology, and business consulting services to institutional and retail financial organizations and independent registered investment advisors.
Integrated Advisor Workstation and Apps to streamline and consolidate wealth management operations for automation of client management.
Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.
SmartOffice CRM helps growing firms manage multiple lines of business and a large client base from anywhere, anytime; all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do business faster while building and maintaining strong client relationships that drive more business.
Morningstar Office℠ is Morningstar’s complete practice and portfolio management system for independent financial advisors. This platform is designed to support the core aspects of an advisor’s practice. It features robust portfolio management capabilities, sophisticated investment planning, and intuitive CRM tools.
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term.
Quovo is an innovative financial data science company that addresses the needs of the wealth management industry. Quovo offers an enterprise-grade data management platform that empowers financial advisers, financial institutions, and adviser-technology providers, to more intelligently aggregate, extract, manage, and analyze financial portfolio data. Quovo’s full-stack platform not only provides the essential backbone for aggregation and business intelligence analytics, but also offers dashboard tools to make complex data insights intuitive.
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial advisor.
Schwab Intelligent Technologies™ offers flexible solutions to help meet your unique business needs.
TD Ameritrade Institutional™ provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs).*
Pershing’s award-winning technology provides you multi-channel connectivity that seamlessly links your business, your clients and the market. Designed for efficiency and ease of use, the digital experience features a configurable intuitive interface; seamless integration with leading third-party tools and information; and anytime, anywhere access from your mobile device of choice.
NetX360® is Pershing’s digitally enabled professional platform for broker-dealers, wealth managers and advisors. It is designed to help you work more efficiently, onboard and collaborate with clients more effectively, and stay connected on the go. It helps you easily manage accounts, deliver first-rate service and develop new revenue opportunities. Our flexible technology gives you easy access to a wealth of market-leading solutions from Pershing and over 250 third-party providers for CRM, financial planning, research and much more.