Financial planning software for every advisor at any firm

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Legacy and innovation

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

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Experience icon

47years of experience


We have 47 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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120,000+advisors served


Over 120,000 advisors globally have partnered with us.