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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

Professional Services

System Software Integration for a 360 Degree View

AdviceAmerica's applications are complemented by expert professional services to enable a robust, seamless and complete view of customer information. AdviceAmerica Professional Services provides custom development to enhance or extend the functionality of the solutions, and to integrate the WealthServer technology platform with back-office applications, message queues, single sign-on systems, CRM systems, databases and data aggregation systems. AdviceAmerica's implementation methodology streamlines installation and configuration, minimizing cost and maximizing success.

Many AdviceAmerica customers pull online banking and other financial account data into the LifeVision environment at login time. This ensures a single, holistic view of customer finances, seamless transition between the LifeVision planners and a company's other Web services, and pre-populated financial information that cuts data entry to a minimum. To pull a broader array of customer data from multiple institutions, AdviceAmerica offers customers an integrated and very robust data aggregation capability as well as links to the systems of multiple third-party aggregators.

The XML-based, open architecture of the WealthServer platform lets AdviceAmerica deliver tight integration with third-party, legacy or proprietary, in-house systems in the front, mid, or back office. AdvisorVision's robust customer relationship management features can be adapted to any firm's existing CRM software. AdviceAmerica partners with leading licensed data suppliers such as Reuters or S&P for up-to-date investment information and portfolio maintenance, and the WealthServer platform is designed for integration with any type of portfolio management, transaction and clearance system in a high-volume brokerage environment.

Custom Solutions for Specialized Requirements

AdviceAmerica can tailor its suite of solutions to reflect the identity and unique business practices of any customer. The look and feel of the user interface; menus, navigation and feature sets available to advisors or
customers; text and rules of the advice the system offers; and legal disclosures and all other messaging are fully configurable and easily adaptable to the changing needs of your growing business.

Because the platform is so configurable, custom solutions can be designed, built, and implemented for even the most specialized wealth management requirement. AdviceAmerica's Professional Services specialists will conduct an analysis of your firm's needs, implement a solution to fit your business and train your advisors and call center representatives to use the AdviceAmerica applications, maximizing your return on your investment. Other training and orientation services, both in-house and over the Web, are available to meet your firm's requirements.

Financial Planning Software for Major Firms

AdviceAmerica offers highly customized, enterprise-class advisor workstation, financial planning software and solutions that can be used by advisors and planning centers, as well as consumer-driven and call center applications. AdviceAmerica’s flagship financial planning software products, LifeVision and AdvisorVision, are leading-edge financial planning software tools designed on a flexible framework to meet a broad range of planning scenarios, from basic needs assessment to the most sophisticated estate planning scenarios for high net worth individuals. LifeVision is designed to be deployed on the firm’s external web site for prospects to educate themselves and perform their own needs analysis. Today, meeting the needs of the self-directed client with accurate, easy-to-use financial planning software tools is a critical first step in closing sales. Automating the initial needs analysis and data collection process also makes agents and advisors much more efficient. AdvisorVision is a more comprehensive financial planning software for multi-goal or more complex advisor-driven scenarios. Similar to LifeVision, AdvisorVision can be configured for various advice models and financial products. AdvisorVision is designed to increase advisor productivity with an easy-to-use interface and minimal manual input, while allowing for the most sophisticated planning scenarios and rules where needed. Both LifeVision and AdvisorVision financial planning softwares are built on a common application framework to provide a seamless transition as the client’s needs progress, and to minimize compliance headaches from inconsistent advice across applications and advisors. AdvisorVision represents the most sophisticated financial planning software available in the industry today. It is consistently validated by industry experts and market research firms as best in class for highly scalable, enterprise class advisor workstation and financial planning software. All AdvisorVision financial planning software products, except the Retirement Income Edition, address multi-goal financial plans, including education funding, survivor needs analysis, tax and estate planning, as well as accumulation goals. AdvisorVision financial planning software comes in multiple configurable versions to suit your business needs and advisory models, including a high-level needs analysis version for maximum in ease of use and productivity, as well as a more comprehensive version for more affluent clients and more detailed planning scenarios.

Financial Planning Software Key Features

Automated Strategies
AdvisorVision financial planning software can automatically generate strategies to meet client goals within established parameters without manually juggling inputs to find a successful plan.

Monte Carlo Simulation
Analyzes plan success probabilities based on the most detailed historical data available.

Customized Risk Assessment
Each organization can create their own risk assessment methodology to help tailor advice and promote specific products.

Scenario Builders
Easily create what-if and alternative scenarios off the base plan to allow for contingencies and alternative funding strategies with a minimum of effort.

Arbitrary Goal Analysis
Factor in a broad range of prioritized goals beyond retirement funding and distribution for a holistic plan.

Debt Management
Incorporate and analyze debt reduction strategies into the financial plan.

Portfolio Construction
Provides custom portfolio recommendations based on the plan requirements and personalized risk analysis.

Estate Planning
Factor in all estate planning techniques into the planning process to model wealth transfer and tax minimization strategies to meet goals.

Tax Planning
Build in detailed tax scenarios and assumptions, including what-if tax code changes and specific tax minimization strategies.

Business Intelligence Reports
Provides insight into business and management metrics such as revenue opportunities, customer conversion rates and advisor trends.

LifeVision financial planning software is designed to fill the need for a robust, self-directed financial planning software tool, designed to be run
from a financial institution's web site by end-user clients. LifeVision financial planning software provides the same underlying financial calculation and planning engine as the full AdvisorVision financial planning software used by professional advisors. The consistency of results across both applications can alleviate compliance concerns regarding inconsistent advice from common planning scenarios.

LifeVision financial planning software is designed on the same highly-scalable infrastructure as AdvisorVision to support tens of thousands of simultaneous users. The visible web interface can be completely customized to any look and feel to fit seamlessly into the overall financial web site and existing back-end applications.

Increase the Number of Qualified Prospects
LifeVision financial planning software allows you to attract and engage new prospects by offering the most compelling, easy-to-use online tools directly to self-directed consumers. LifeVision financial planning software identifies sales opportunities quickly, highlights your firm's financial products, and qualifies customers for follow-up and next steps. Agents and advisors can engage educated consumers actively, to address identified needs.

Easy Collaboration with Experts
LifeVision, as a client-facing financial planning software tool, allows easy collaboration with agents and advisors at every step of the process. Call center agents can share screens and data to guide users through the process, or provide immediate follow-up with additional product information and recommendations. This opt-in model provides greater client trust and a more efficient use of resources.
Overview AdvisorVision LifeVision Free Trial

Financial Planning Software for Independent and Small Office Advisors and RIAs

AdviceAmerica offers hosted advisor workstation, financial planning software, portfolio management and financial advisor CRM for independent and small office advisors and wealth managers.

The demand for quality financial advice has never been stronger. As people plan for retirement, they look for financial products and services in the context of a holistic plan that allows them to reach a broad range of financial and lifestyle goals, whether they are still saving for retirement or need guidance with their current retirement income. Financial advisors realize this is critical to retaining clients and increasing revenue.

The challenge has been finding the right financial planning software solution that is powerful enough for financial advisors to model complex client scenarios, but easy enough to use and scale their practice. Advisors need to generate results that can be understood by clients, while highlighting the specific financial needs and products marketed by the advisor.

The need to address complex compliance requirements, along with a desire to incorporate customized advice models has led many financial institutions to build their own monolithic planning systems to suit their specific needs, but often at a very high cost.

AdviceAmerica meets these challenges with the most powerful, yet easy to use financial planning software that integrates easily with large enterprise applications and infrastructure. AdvisorVision financial planning software is built on the most modular software framework in the industry, providing the ability to configure the application to provide value-added advice and product specific recommendations. It is designed for use by financial advisors working directly with clients in real-world, detailed planning scenarios.

AdviceAmerica complements its AdvisorVision financial planning software solutions with ClientVision, a complete financial advisor CRM platform that is fully integrated with Outlook 2007. ClientVision allows advisors to extend Outlook with all the financial details of their clients, including storing key online documents, and tracking client activity. ClientVision also allows greater collaboration across advisor teams since it is a shared database that is synchronized with each advisors own desktop through Outlook.

Managing client data, documents and contact information is one of the most time-intensive tasks that any financial professional or team deals with. Usually advisors have some type of contact management or Customer Relationship Management software to manage some or all of these tasks. The key for greater advisor efficiency is the depth of financial details that can be managed, and the integration of the contact system with other advisor financial planning software.

Besides Outlook, there are a number of contact database applications targeted at the independent advisor, including a number of financial advisor extensions. The reality is that these financial advisor CRM applications were never designed for either the in-depth financial information that advisors maintain, nor the intensive processes and document management requirements unique to financial professionals.

ClientVision is the first Financial Relationship Management (FRM) tool that is both offered as a software service over the web, as well as being completely integrated into Outlook 2007. ClientVision fills the gap for independent and small office advisors and agents who are looking for a way to extend their existing contact management tools to their financial practice, including comprehensive financial planning.

ClientVision integrates all your client's financial details within Outlook so there is no learning curve and all information is easily accessible from your desktop.

ClientVision essentially extends any client Outlook contact record, with an additional menu bar that provides access to all the data and reports that a financial advisor needs. Financial holdings and pricing details can be kept up to date with external data sources such as back-office applications, custodians, or broker-dealers through a number of data adapters, such as Albridge or DST.

All of the Outlook tasks, such as setting meetings, sending e-mail, and looking up client contact details are all available in the same window, along with clients financial data and reports.
Overview AdvisorVision CPE AdvisorVision RIE ClientVision Free Trial

AdviceAmerica Technology Platform
AdviceAmerica offers hosted, web-based advisor workstation and financial planning software solutions that are highly scalable and secure. They save advisors from managing and maintaining financial planning software and servers.
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Complete Resource Library
AdviceAmerica offers hosted advisor workstation, financial planning software, portfolio management and financial advisor CRM 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 advisor workstation, financial planning software and financial advisor CRM solutions - from scalable solutions for financial institutions to quick to deploy financial planning software for independent financial advisors.
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AdviceAmerica Inc
121 Mission Falls Lane
Fremont, CA 94539
(510) 824-3777
(510) 824-3776 (fax)