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“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 |
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Financial Planning Software Buyer's Guide
Edition of AdvisorVision Financial Planning Software is Appropriate for You? As an advisor, you require software with specific capabilities tailored to your practice objectives and client profiles. That's why AdviceAmerica offers its wealth planning software package in two basic editions that meet the varying needs of financial planning professionals.
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| AdvisorVision Version |
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Features and Target Audience |
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Focused on retirement goals and pre-retirement investors
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Monte Carlo simulations to evaluate plan strategies over many scenarios |
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Model and illustrate retirement income products, such as annuities, for compelling sales presentations |
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Detailed, multi-goal strategies, such as education funding and insurance
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Option and hedging strategies |
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Estate and tax planning recommendations |
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Strategic asset allocation plans |
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Focus on more sophisticated or high net worth clients with detailed planning needs |
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