We know what advisors need and clients want. Our tools are built to help you both reach your goals.
Delivering innovative technology to advisors since 1969.
90.3% of advisors receive at least one referral per plan.
64.7% of advisors make at least one product sale per plan.
Over 120,000 advisors globally have partnered with us.
Read what some of our partners have to say.
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.
Take a look at what’s new and what’s coming up.
July 25, 2016
The fourth Advicent Innovation Summit, free to registered individuals, will provide knowledge and tools to arm industry leaders for success in the transformation of financial planning On Thursday, August 25, Advicent will host its fourth Innovation Summit, focusing on the evolution of advice delivery and the transformation of financial planning.…Read More