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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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Pricing Overview
AdvisorVision financial planning software products are available in two standard editions: |
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Comprehensive Planning Edition |
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Retirement Income Edition |
AdvisorVision comes with premium support and training from AdviceAmerica. Both unlimited phone and e-mail support is included in premium support. Training includes weekly web-conference training calls and the industry's best self-paced web tutorials. Also, offices of seven or more users can arrange for custom
web-conference training calls.
ClientVision is available as a stand-alone product, or as an add-on to AdvisorVision (at the discount described below). ClientVision requires Outlook 2007 (prior versions not supported), which can be ordered from the link provided in the order boxes below:
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| AdvisorVision - Comprehensive Planning Edition |
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AdvisorVision Comprehensive Planning Edition |
| (Includes Asset Allocation, Portfolio Construction, Monte Carlo Analysis, Retirement, Education, Financial Statement, Debt Management, Emergency Fund, Accumulation Goals, What-if Scenarios, Stock Options Analysis, Estate Planning, Life Insurance, Long Term Care and Disability) |
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| AdvisorVision - Retirement Income Edition |
| Includes One Subscription to: |
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AdvisorVision Retirement Income Edition |
| (Includes Retirement Goal Analysis, Projected Income/Cash Flow/Asset Growth Charts, Illustrations of Annuities/Life Insurance/Long Term Care, Monte Carlo Simulations, What-if Scenarios, as well as Easy and Intuitive Inputs and Simulations) |
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| ClientVision |
| Includes One Subscription to: |
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ClientVision |
(Includes Outlook plug-in for synchronizing data, client financial data management, document vault, activity history, opportunity reports, summary reports, real-time portfolio updates, and e-mail archive) Note: ClientVision requires Outlook 2007. You can order or get a free 60-day trial here. |
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| ClientVision Upgrade to AdvisorVision |
| Upgrade a New or Existing AdvisorVision Subscription to Include: |
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ClientVision |
| (Includes Outlook plug-in for synchronizing data, client financial data management, document vault, activity history, opportunity reports, summary reports, real-time portfolio updates, and e-mail archive) Note: ClientVision requires Outlook 2007. You can order or get a free 60-day trial here. |
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