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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

 
 

Hosting Services

AdviceAmerica has become the fastest growing financial planning software provider in large part because of its ability to deploy and configure its applications with great flexibility. Hosted deployments facilitate system upgrades, high availability and exceptional scalability. AdviceAmerica customers range from large financial institutions to small advisory firms. As a result, the company offers several service models, each with its own hosting options.

Hosted Financial Planning Software

The application service provider (ASP) model includes secure hosting at a secure data center. Redundant servers, protected by available security measures including configurable firewall architectures and managed VPN service, located within hardened facilities, make this a safe, low-maintenance and cost-effective means of ensuring optimal system performance for small or mid-size firms and institutions. All system maintenance and updates are preformed at the ASP level and then promoted to the customer's system.

For larger institutions, AdviceAmerica's software can be licensed and installed in-house and/or at a co-location facility. Licensees contract to receive system maintenance and upgrades, as well as second and third-tier support.

Flexible Licensing Options

AdviceAmerica also offers a hosted/software license option, through which a customer licenses the software, with AdviceAmerica providing secure hosting service. Particularly appropriate as an interim step for institutions building their online financial services, the hosted/software license arrangement provides maximum flexibility to pay a one-time license fee but enjoy the time-to-market and service advantage of a hosted deployment.


Financial Planning Software for Major Firms
AdviceAmerica offers highly customized, enterprise-class financial planning software and solutions that can be used by advisors and planning centers, as well as consumer-driven and call center applications
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Financial Planning Software for Independent and Small Office Advisors and RIAs
AdviceAmerica offers hosted financial planning, portfolio management and CRM software for independent and small office advisors and wealth managers.
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  AdviceAmerica Technology Platform
AdviceAmerica offers hosted, web-based applications that are highly scalable and secure. They save advisors from managing and maintaining software and servers.
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AdviceAmerica offers hosted financial planning, portfolio management and CRM software for independent and small office advisors and wealth managers.
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  About AdviceAmerica
AdviceAmerica was founded in Silicon Valley in 1999 by financial services industry veterans to provide best in class financial planning software and CRM solutions - from scalable solutions for financial institutions to quick to deploy software for independent financial advisors.
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AdviceAmerica, Inc.
121 Mission Falls Lane,
Fremont, CA 94539
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