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

Advisor analytics

Retirement planning software

Estate planning software

Monte Carlo simulation financial planning software

Financial planning fact finding

Client portal

Software

Tax planning software

Financial planning software

SaaS

Insurance planning software

Financial Services

APIs

FinTech

Annuity analysis

Financial advisor software

Collaborative financial planning software

Wealth management software

1969