AdvisorVision
AdvisorVision is powerful, Web-based financial planning software that generates personalized, actionable, and product-suitable advice. It is exceptionally easy-to-use, modular yet comprehensive. With dynamic links to market prices and account holdings, the system is always up to date. AdvisorVision is priced per advisor – not per plan.
Features
- » Build single goal or comprehensive, multi-goal plans
- » Define model portfolios for each risk profile
- » Conduct asset allocation and rebalancing in minutes
- » Identify client needs and manage relationships
- » Generate holistic, actionable and personalized advice automatically
- » Print professional proposals with advisor editable advice
- » automatically and Access the application over the Internet - anyplace, anytime
English
Supported Technologies
ASP Hosted, Web-Based (Browser)
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Pricing
- Unspecified -
Additional Product Information
AdvisorVision is next-generation financial planning software – very simple to use yet powerful - modular yet comprehensive. The system does portfolio rebalancing plus retirement, insurance, education, estate, stock option planning, and debt management. AdvisorVision generates personalized, actionable, product-suitable advice and dynamically links to market price data feeds and account holding information so it is always up to date. As a Web-based ASP service, there is no software to load or update, and the system is priced per advisor – not per plan. AdvisorVision automates planning chores so you spend more with clients, building trusted relationships and a far more profitable practice.