Advicent

58 employees

Advicent is a provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.

Basic info

software development

Insurance planning software

Financial Services

Financial planning software

Tax planning software

SaaS

APIs

Financial advisor software

Client portal

Wealth management software

Monte Carlo simulation financial planning software

Collaborative financial planning software

Annuity analysis

Advisor analytics

Retirement planning software

FinTech

Estate planning software

Financial planning fact finding

Software

1969