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7/1 - Morgan Stanley Smith Barney: Venture Completes Its First Ste...
For the deal, Citi is transferring 100 percent of its Smith ...

7/1 - Inflation or Deflation? Looking for Signs of Future Prices
We may experience extremely high inflation at some point in ...

7/1 - Altered State: What's New in How Advisors Deliver Retirement...
Most advisors are reassessing risk tolerance and are concern...

Product Suites

AdvisorVision - Comprehensive financial planning software and asset
management tools.	Learn More
ClientVision - Microsoft Outlook-based client relationship management
(CRM) software.	Learn More
LifeVision – Quick needs analysis, and consumer-driven financial software for
major firms.	Learn More

Spotlight

Joel P. Bruckenstein, CFP^®
reviews new ClientVision CRM system:

ClientVision is intended to be a simple, easy to use, industry-specific Web-based CRM application. For those currently using MS Outlook, and who want to easily and inexpensively extend its functionality, ClientVision just might be the plug-in they’ve been looking for.

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7/3 - Where is Jimmy Stewart's Honeymoon Money When You Need It?
Did you know that 7 banks failed just yesterady? On top of the five that failed a week earlier? Source: FDIC On top of yesterday's unexpectedly disappointing jobs report (450K+ new unemployment claims in June) it appears talk of recovery...

7/2 - Fiduciary Reform: The Crux of the Issue
Activities on the fiduciary reform front heated up this week. According to an article in FA magazine, a group of advisors calling themselves the Committee for the Fiduciary Standard formed to lend a voice to refinement of fiduciary standards for...

Financial Planning Software for Major Firms
AdviceAmerica offers highly customized, enterprise-class financial planning software and solutions that can be used by advisors and planning centers, as well as consumer-driven and call center applications
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Financial Planning Software for Independent and Small Office Advisors and RIAs
AdviceAmerica offers hosted financial planning, portfolio management and CRM software for independent and small office advisors and wealth managers.
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AdviceAmerica Technology Platform
AdviceAmerica offers hosted, web-based applications that are highly scalable and secure. They save advisors from managing and maintaining software and servers.
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AdviceAmerica offers hosted financial planning, portfolio management and CRM software for independent and small office advisors and wealth managers.
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About AdviceAmerica
AdviceAmerica was founded in Silicon Valley in 1999 by financial services industry veterans to provide best in class financial planning software and CRM solutions - from scalable solutions for financial institutions to quick to deploy software for independent financial advisors.
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AdviceAmerica, Inc.
3179 Skyway Court
Fremont, CA 94539
(510) 824-3777
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