Financial planning software for firms of all sizes

  • National bank

  • Life insurance firm

  • Wealth management firm

  • Regional bank

  • Community bank

  • Mid-size RIA firm

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Independent icon
  • Independent advisor

  • Financial planner

  • Wealth manager

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Legacy and innovation

At Advicent, we know what advisors need and clients want. Our advisor software is designed to help you both reach your goals and your clients' goals.

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48years of experience


We have 48 years of experience, delivering innovative technology to advisors since 1969.

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90.3%get referrals


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

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64.7%sell products


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

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100,000advisors served


100,000 financial professionals globally have partnered with us.

Our proud partners

The continuing expansion of the integrations offered by Advicent gives advisors the ability to create more plans and grow their business.

Your friends say a lot about you, and we take pride in that. Advicent is proud to partner with industry-leading groups.

Strategic partners  |  Integrations

Just like our industry, we are always growing.

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

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