LifeVision
is a powerful on-line planning tool for self-directed clients
available from a financial services firm’s web-site.
LifeVision provides the same underlying financial calculation
and planning engine as the full AdvisorVision product used
by financial advisors, with an easy, intuitive consumer-oriented
user interface. The consistency of results across both LifeVision
and AdvisorVision can alleviate compliance concerns regarding
inconsistent advice from common planning scenarios. The product
is designed on the same highly scalable infrastructure to
support tens of thousands of simultaneous users. The visible
web interface can be completely customized to any look and
feel to seamlessly fit in to the overall financial web site
as well as existing back-end applications.
Key Features
State of the Art Application Infrastructure based on 100%
Microsoft .NET technology.
Leverages advances in modular design, scalability and reliability
that meets the most demanding enterprise requirements.
Automatic generation of strategies to meet client goals
within established parameters.
Monte Carlo Simulation Analyzes plan success probabilities
based on the most detailed historical data available.
Each organization can create customized risk assessment
methodology.
Models the effects of life insurance strategies to achieve
plan goals.
Easily create what-if and alternative scenarios off the
base plan to allow for contingencies and alternative funding
strategies.
Incorporate and analyze debt reduction strategies into
the financial plan.
Generate customized portfolios based on the plan requirements
and personalized risk analysis.
Estate Planning techniques are incorporated into the planning
process to model wealth transfer and tax minimization strategies
to meet goals.
Detailed built -in Tax Planning scenarios and assumptions,
including what-if tax code changes and specific tax minimization
strategies.
Life Insurance and Long Term Care
Business Intelligence Reports provide insight into business
and management metrics.
