|
| |
| |
| |
“AdviceAmerica is a clear industry leader, scoring a perfect 5.00 on many criteria, including client access, scenario comparison capabilities and executive vision. The firm’s AdvisorVision software
is a powerful tool, with strong enterprise functionality and
analysis tools that make it ideal for firms with multilevel advisors."
“The Forrester Wave: Financial Planning Software 2007”
September, 2007 |
|
|
|
|
|
| |
 |
| AdviceAmerica's flagship financial planning solution allows advisors to run comprehensive, multi-goal plans, as well as manage portfolios and illustrate solutions. |
|
 |
|
Retirement-focused Financial Planning Software
The AdvisorVision financial planning software system is the industry’s leading tool for all types of financial planners to assess their clients’ current financial situation and their prospects for a successful retirement. The AdvisorVision Retirement Income Edition goes one step further beyond a complete financial plan. It provides realistic modeling and illustration capabilities that demonstrate the beneficial impacts of your retirement income products on the client's plan. The Retirement Income Edition shows side-by-side comparisons of the income streams and asset depletion in retirement, analyzing annuity products, bond ladders, various types of life insurance, reverse mortgages, and even long term care policies.
In addition, advisors have the capability to model adverse events in the client's financial plan, such as an early death or an unexpected long term disability. These situations can throw even the most conservative financial plans off track. Once the risk to a successful plan has been shown, the illustration tool can model the benefits of a life insurance, annuity, or long term care policy to diminish the risk and keep the financial goals on track. The Retirement Income Edition is a powerful marketing tool to help connect with clients and increase an agent or advisor’s revenue.
Financial advisors rarely close business with clients based on explaining the product to them. They close the business when they can demonstrate the impact of the product on their lifestyle or risk aversion. Retirement income specialists working with retirees or baby boomers now have the ultimate illustration tool to show how a
life insurance policy, long term care product, reverse mortgage or annuity product can improve a financial plan,
or reduce the risk of outliving funds. Rarely can clients envision the benefit when confronted with a hypothetical scenario, such as the loss of an income or major health expense, until they can see it in an easily understood graphic specific to their situation.
|
|
