AdvisorVision
represents the most sophisticated planning engine available
in the industry today.
AdvisorVision automates much of the
data input by integrating with external data sources including
the client database and current asset valuations to maximize
advisor productivity. AdvisorVision’s advanced data model
allows it to run and generate complex planning scenarios based
on sophisticated tax, estate planning and financial strategies
quickly and easily.
Automated strategy generation simplifies the planning process
by finding acceptable plan changes that would yield a successful
plan to meet as many prioritized goals as possible.
AdvisorVision’s Retirement Income Edition, is a standalone
module that easily integrates into AdvisorVision comprehensive
financial planning solution. It is the industry’s most
comprehensive retirement income and distribution planning
solution designed to address the increasing challenges.
AdvisorVision is the next-generation financial planning
system leveraging the power of the internet to deliver a
solution that transforms planning software from an isolated
silo of static information to a dynamic, data-driven advice
generation and holistic wealth management platform.
AdvisorVision requires minimal data entry and helps advisors
spend more time advising clients and building a profitable
practice with less time-consuming analysis.
AdvisorVision goes beyond number-crunching, its sophisticated,
knowledge-based advice generation engine analyzes client
goals, assumptions and financial information from a holistic
perspective. The output is personalized, actionable advice
with specific strategy and product recommendations.
The application is available in three different editions
encompassing a wide variety of advisor needs, from investment
planning to comprehensive goal planning. Modules available
include asset allocation, retirement, education, financial
statement, accumulation goals, life insurance, estate planning
and more.
