AdvisorVision

Company Info

Company Name:
Data Last Updated:
  • November 21, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (510) 824-3777
Year Founded
  • 1999
Number of Employees:
  • 125

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 500

FP Features

Modules:
Accumulator Phase:
Retirement Phase:
Asset Allocation Assumptions:
Types of Reports:
Secondary Analysis:
Monte Carlo Analysis:
Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

AdvisorVision represents the most sophisticated financial planning software engine available in the industry today.

AdvisorVision represents the most sophisticated financial planning software engine 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 planning tools.

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