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AdvisorVision is the next-generation financial planning system leveraging the power of the internet to deliver a solution that transforms planning software from an isolated silo of static information to a dynamic, data-driven advice generation and holistic wealth management platform. |
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AdvisorVision requires minimal data entry and helps advisors spend more time advising clients and building a profitable practice with less time-consuming analysis. |
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AdvisorVision goes beyond number-crunching, its sophisticated, knowledge-based advice generation engine analyzes client goals, assumptions and financial information from a holistic perspective. The output is personalized, actionable advice with specific strategy and product recommendations. |
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The application is available in three different editions encompassing a wide variety of advisor needs, from investment planning to comprehensive goal planning. Modules available include asset allocation, retirement, education, financial statement, accumulation goals, life insurance, estate planning and more. |
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