Announcing

Narrator® Clients

The new interactive client portal from Advicent offers advisors and their clients insight into their personal financial plan anytime, anywhere with transparency and security. Narrator Clients seamlessly and proactively connects advisors to their clients throughout the client journey with 24/7 accessibility and actionable analytics while keeping financial planning at the core.

Narrator Clients

August 24-25, 2016

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The numbers don’t lie

We know what advisors need and clients want. Our tools are built to help you both reach your goals.

46 years experience

Delivering innovative technology to advisors since 1969.

90.3% get referrals

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

64.7% sell products

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

120,000+ advisors served

Over 120,000 advisors globally have partnered with us.

Don’t take our word for it

Read what some of our partners have to say.

Advicent™ tools allowed one advisor to increase his referrals per plan from 0 to a minimum of 3.

“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.

Your friends say a lot about you, and we take pride in that.

Advicent is proud to partner with these groups.

Strategic Partners

View all Strategic Partners

Integration Partners

Schwab
TD Ameritrade
Albridge
Redtail
Ebix
Morningstar
Orion
AppCrown
View all Integrations

Just like our industry,
we are always growing.

Take a look at what’s new and what’s coming up.

Latest Press Release

Advicent product suite empowers firms and advisors to comply with impending DOL fiduciary rule while keeping financial planning at the core

June 28, 2016

Advicent is providing tools to arm advisors for success as financial planning becomes a larger focus among financial services organizations The Department of Labor (DOL) has set a new standard for advisors by redefining who qualifies as a fiduciary. New objectives aim to ensure that advisors are always putting the…

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