About Advicent
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world's largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power our Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Everything comes back to our core mission—enabling everyone to understand and impact their financial future. To learn more, visit advicent.com or email marketing@advicentsolutions.com.
At Advicent, we provide financial planning software solutions for financial services firms both large and small. Our advisor software can scale for any client need – from simple retirement planning to ultra high-net-worth estate planning
Phone: (855) 890-5900
Company facts
- Industry
- Computer Software
- Sub-industries
- APIs, Marketing Communications Tools, Client Portal, Financial Planning Software, Advisor Analytics
- Location
- Milwaukee, Wisconsin, United States
- Employees
- 51–200
- Revenue (USD)
- 10–25M
- Founded
- 1969
Products and services
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