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Financial Visions

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November 23, 2010 Hits: 699

Company Info
Overview
Features
Pricing and Support
Integrations
Security

Company Info

Company Name:	Financial Visions
Data Last Updated:	November 23, 2010
Data Verified by Company:	No
Website:	www.financialvisions.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(866) 762-7741
Year Founded	1998
Number of Employees:	100

WEB Overview

Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Financial Planner Wealth Manager
Number of Firms Using:	1,000

WEB Features

Types of Websites:	Templates
Content:	Template Content Contact Forms Financial Calculators Pre-Written Articles
Built-In Content Management System:	Yes
Compliance Features:	Manual Archiving Automatic Archiving User Permissions Track Changes
Client Portals:	No
Other Services:	None
Other Web Services:	Domain Registration Email Hosting Web Hosting

Other Pricing and Support

Pricing:	License Fee
Trial:	No
Support:	Email Phone

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	None
CRM:	None
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:	Unique Username/Password User Permissions Audit Trail
Other Security Enhancements:	None

With Financial Visions websites, Smarsh offers the most comprehensive, compliant affordable website design, production and hosting services available for the insurance and financial services industries.

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