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 gobally 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.
May 19, 2015
Integration Helps Advisors Spend More Time in Front of Clients Milwaukee, WI-- May 19, 2015 Advicent Solutions, the leading provider of SaaS-based technology for the financial services industry, and Redtail Technology, the leader in web-based client relationship management solutions for financial advisors, have partnered together to launch their most recent…Read More