Automated Strategies
AdvisorVision can automatically generate strategies to meet client goals within established parameters without manually juggling inputs to find a successful plan.
Monte Carlo Simulation
Analyzes plan success probabilities based on the most detailed historical data available.
Customized Risk Assessment
Each organization can create their own risk assessment methodology to help tailor advice and promote specific products.
Scenario Builders
Easily create what-if and alternative scenarios off the base plan to allow for contingencies and alternative funding strategies with a minimum of effort.
Arbitrary Goal Analysis
Factor in a broad range of prioritized goals beyond retirement funding and distribution for a holistic plan.
Debt Management
Incorporate and analyze debt reduction strategies into the financial plan.
Portfolio Construction
Provides custom portfolio recommendations based on the plan requirements and personalized risk analysis.
Estate Planning
Factor in all estate planning techniques into the planning process to model wealth transfer and tax minimization strategies to meet goals.
Tax Planning
Build in detailed tax scenarios and assumptions, including what-if tax code changes and specific tax minimization strategies.
Life Insurance and Long Term Care
Shows clients the benefits and trade-offs of insuring against possible scenarios that could lead to plan failure.
Business Intelligence Reports
Provides insight into business and management metrics such as revenue opportunities, customer conversion rates and advisor trends. |
