Financial planning software for every advisor at any firm

Featured video: Technology with a financial impact

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.

Learn More
Experience icon

47years of experience


We have 47 years of experience, delivering innovative technology to advisors since 1969.

Referrals icon
90.3%get referrals


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

Sell icon
64.7%sell products


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

Global icon
120,000+advisors served


Over 120,000 advisors globally have partnered with us.