News Coverage
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Metavante and AdviceAmerica team on wealth management planning services
Through a combined offering resulting from Metavante Corporation's existing strategic alliance with AdviceAmerica, financial institutions have the ability to implement both wealth management and advisory services solutions through a single relationship with Metavante. Metavante provides banking, trust and payments technology, and AdviceAmerica supplies financial planning software and advisor solutions.
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AdviceAmerica And Metavante Focus On Planning
Metavante is now providing the option to add financial planning and advice technology to its existing wealth management offering.Through a combined offering resulting from Metavante Corporation's existing alliance with AdviceAmerica, instit ...
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Metavante And AdviceAmerica Energise Planning/Advisory
Metavante is now providing the option to add financial planning and advice technology to its existing wealth management offering.
Through a combined offering resulting from Metavante Corporation's existing alliance with AdviceAmerica, financial institutions have the ability to implement both wealth management and advisory services solutions through a single relationship with Metavante.
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Checking Out AdvisorVision 7.0
Although I only had a limited amount of time to try out the program, I found much to like. First, it is a credit to AdviceAmerica that every successive version of AdvisorVision is substantially better than the last, so clearly they continue to move in the right direction. Overall, navigating the program is simple and intuitive. For the most part, tabs, menus, and the overall flow of the program work well. For those who need help, a number of free online tutorials are available that should keep the novice user on track.
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AdviceAmerica Updates AdvisorVision Financial Planning Software
AdviceAmerica Inc. has released its latest version of its financial planning product, AdvisorVision 7, targeting improvements that focus on independent advisers and institutional firms. A new Advice Engine helps to create financial plans, and it is designed to reduce costs, said Purna Pareek, founder and chief executive of AdviceAmerica, which is based in Fremont, Calif. AdvisorVision 7 can share data with AdviceAmerica’s customer relationship management tool, ClientVision, creating a financial planning, portfolio construction and CRM tool on one platform.
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What Separates a Great from Ordinary CRM
AdviceAmerica's Director of Marketing and Product Management, Gary Kinghorn, writes this article for Advisor Perspectives on what it takes to make a financial advisory firm's CRM implementation successful.
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Financial Advisor CRM Solutions: What You Need to Know
Perhaps the main criteria when selecting a complete financial CRM solution is to determine what other applications it is integrated with. For example, can I get the data out seamlessly and run a comprehensive financial plan based on all of the asset and income details my CRM system is managing? If I’m a financial planner and I have to re-enter data, the efficiency the CRM system is offering may drop precipitously.
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AdviceAmerica Updates Financial Planning System
The new release, AdvisorVision 7, targets both independent advisers as well as institutional firms, includes a new Advice Engine that automatically determines optimal plans and significantly shortens the time advisers spend in the planning process compared to other comprehensive planning applications.
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New Products: ClientVision.
AdviceAmerica released ClientVision, a Web-based client management system aimed at financial advisors who use Outlook as their primary tool for client relations. ClientVision is tightly integrated with Outlook contacts, emails, calendars and tasks as well as financial planning and portfolio management tools, including AdviceAmerica's AdvisorVision.
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Onboarding: Keep 'Em Coming Back
"You want to gather as much information on a customer coming in as you can: personal, contact info, risk tolerance, asset allocation, etc.," says Purna Pareek, founder and CEO of AdviceAmerica, whose Client Vision platform enables onboarding strategies by downloading data from custodians such as Pershing and TD Ameritrade, and by integrating back office systems with platforms that accrue demographic and life stage data.
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Two new CRM systems increase firms' efficiency
Two new customer relationship management systems could help advisory firms save time and reduce overhead. The simpler, less expensive platform is ClientVision, a CRM system that is integrated with Microsoft Outlook 2007, from Microsoft Corp. of Redmond, Wash. It is web-based, and all data are backed up online. ClientVision, from AdviceAmerica, Inc. of Fremont, Calif., is designed for smaller firms whose client base has relatively simple, straightforward wealth management needs.
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ClientVision: Enhance your Outlook software to help manage your client relationships and data
Many professionals use Outlook as a client information database. Now, the web-based application service ClientVision 1.0 expands Outlook 2007 so that users have access to a whole new dimension of client information.
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Tool Combines Outlook with Planning
ClientVision allows advisors to access clients’ portfolios, goals, financial documents and activity history while in Outlook. The tool, aimed at independent and small-office advisors, essentially extends any client Outlook contact record with an additional menu bar that provides access to financial data and reports.
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Virtual Office News (Joel Bruckenstein) reviews ClientVision.
ClientVision is still in beta testing at this time, it's too early to weigh in on the relative merits of the product, but based upon what we've seen so far, it does appear that this application will appeal to that 25% of survey respondents cited earlier who use MS Outlook for CRM but who need a bit more. For those currently using MS Outlook, and who want to easily and inexpensively extend its functionality, ClientVision just might be the plug-in they've been looking for.
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Bulding an Advisor Workstation
AdviceAmerica's Gary Kinghorn discusses how independent advisors can efficiently build a financial advisor application platform that rivals what breakaway brokers expected from their major firm environment with little or no management overhead.
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CRM Review: AdviceAmerica ClientVision.
ClientVision is certainly not the first adviser-targeted CRM solution, but it is the first to be tightly integrated into Microsoft™ Outlook 2007. This is a clever integration strategy by the company.
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ACS Compliance Solutions, AdviceAmerica.
AdviceAmerica Inc. has released ClientVision, a web-based client relationship management solution for financial advisers.
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AdviceAmerica Introduces CRM for Outlook.
Screens are nicely laid out and easy to understand and navigate. The process is similar to most of the applications we've seen - a short questionnaire on risk acceptance/avoidance, then access to whichever databases you have subscribed to to select investment vehicles that meet your client's risk criteria.
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Using AdvisorVision is simple.
Screens are nicely laid out and easy to understand and navigate. The process is similar to most of the applications we've seen - a short questionnaire on risk acceptance/avoidance, then access to whichever databases you have subscribed to to select investment vehicles that meet your client's risk criteria.
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Getting Antsy: Advisers Cope with High-Strung Clients
Some investors get jittery even in the best of times and these are not the best of times. The fluctuations in the stock market have created quite the headache for advisors, not to mention the surfeit of investment information via the Internet and cable news- By Anthony Malakian.
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Planning software for the boomer future
Just as boomer advisors are doing everything they can to keep up with the changes in the retirement landscape, experts that design planning software are working just as hard- By Mike Werling.
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Retirement Software: Do you have what boomers need?
A radical proposal for serving the next generation of retirees more effectively--and profitably- By Joel Bruckenstein.
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Wealth Management: A Turf War to Win the Rich
Mass affluent specialists still require better tools to make advisor services more effective and attractive to more educated investors, says Purna Pareek, chairman of CEO of financial planning platform vendor AdviceAmerica.
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Ranking the Vendors of Wealth Management Technology, 2007: Platforms
As the vendor market witnesses both consolidation and entrants, Celent evaluates 10 leading platform solutions.
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AdviceAmerica's AdvisorVision featured in "WebCPA" magazine
Asset Allocation Software: Software to keep clients' investments hard at work- By Ted Needleman.
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AdviceAmerica featured in "Windows in Financial Services" magazine
Glen Olpin says American First Credit Union uses AdviceAmerica to help its members with their retirement and investment planning.
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A New Vision by Joel Bruckenstein
I recently tested the AdvisorVision 6.0 Retirement Income Edition (RIE) Professional version. This is the first production edition available on the 6.0 platform. RIE Pro is capable of generating automated planning recommendations, but it is designed to allow advisors to create their own.
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High-Tech Retirement Solution- New software tool aims to meet needs of baby boomers
AdviceAmerica's recently released AdvisorVision Retirement Income Edition, a software package that specifically addresses the retirement income expectations and needs of Baby Boomers.
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AdviceAmerica Launches Retirement Income Edition
AdviceAmerica, Inc., a Fremont, Calif.-based provider of financial planning software, today announced the release of their first product that specifically targets the retirement income and distribution planning needs of the baby boom generation.
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Investment Management Newsflashes: AdviceAmerica Launches Retirement Income Planning Solution
To address the increasing challenges Baby Boomers face when entering retirement -- managing post-retirement risks and inadequate retirement income -- AdviceAmerica, a provider of financial planning software, recently released a retirement income planning and distribution solution, called AdvisorVision Retirement Income Edition.
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First National Bank of Omaha Believes Retail Banks Can Compete
The challenge for financial firms is to offer [mass affluent] investors some form of personalized advice through technology so it isn't prohibitively costly to deliver. AdviceAmerica, a Microsoft partner, has developed technology for self-directed investors and for financial advisors who need a tool that can help them design personalized plans quickly.
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NetBank: Personal Contact Without Branches
Curiously enough, even though it is an all-Internet bank, Atlanta-based $2.5 billion NetBank also uses AdviceAmerica as a way to link customers with financial advisors. Peter Rossi, the director of wealth management at NetBank and a former financial advisor, sees the value of AdviceAmerica in its efficiency and its flexibility.
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Free Advice ... by Vicky Gerson
LifeVision compliments the bank's online services, notes Tom Haller, SVP at First National Bank Omaha. "Our customers have been using the Internet for their checking, credit card and loan needs," he says. "Now, they can pull all their financial planning together and receive comprehensive, automated financial advice."
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