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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

Customers

AIG
American International Group, Inc. (AIG), a world leader in insurance and financial services, is the leading international insurance organization with operations in more than 130 countries and jurisdictions. AIG companies serve commercial, institutional and individual customers through the most extensive worldwide property-casualty and life insurance networks of any insurer. In addition, AIG companies are leading providers of retirement services, financial services and asset management around the world.

AIG Website

American General Financial Services
American General Financial Services, a member of American International Group, Inc., provides loans, retail financing, and other credit related products to more than two million American families.

American General Financial Services Website

AmericaFirst
A major credit union serving the Salt Lake City community, with over $2.3 billion in assets, AFCU has licensed LifeVision Express and Comprehensive for its website and has licensed AdvisorVision for its financial advisors.

AmericaFirst Website

Boeing Credit Union
One of the top five credit unions in the nation, with over $4 billion in assets and over 300,000 members.

Boeing CU Website

BELLCO Credit Union
With more than $1 billion in assets, Bellco Credit Union has been serving its members for over 66 Years.

BELLCO CU Website

Citibank
The largest bank in the U.S., with over 200 million customer accounts in more than 100 countries; providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, insurance, securities brokerage and asset management.

Citibank Website

Cambridge Investment Research
Cambridge Investment Research endeavors to make a difference as the leading independent Broker/Dealer specializing in fee-based advisory solutions.

Cambridge Investment Research Website

Capital Group
The Capital Group, a privately-held organization, was founded by Jonathan Bell Lovelace in 1931. There are currently 9,000 associates in nineteen offices worldwide. Their goal is to attract patient investors with long-term goals who stay with them for years.

Capital Group Website

FSC Securities Corporation
As one of the nation's leading financial service support organizations, FSC provides financial professionals with the service, support, strength and stability they demand in today's challenging financial arena. Since 1958, FSC has been assisting independent financial service professionals who are dedicated to attaining their clients' financial goals.

FSC Website

First National Bank

First National of Nebraska

First National Bank Omaha, First National Bank of Colorado and First National Bank (Kansas) are divisions of First National of Nebraska, one of the largest bank holding companies west of the Mississippi River. With twenty two regional banks and over 7,000 employees, First National of Nebraska serves over 6.6 million customers in all 50 states, with more than 50 banking locations in Nebraska, Colorado, Kansas, South Dakota and Texas.

First National Bank Website

Harris Investor Services
Harris Investor Services, an affiliate of Harris, offers investment and retirement planning for clients seeking an advisor. Clients work one-on-one with a financial advisor who can help with their financial needs. Harris takes a long-term, disciplined approach to investing based on asset allocation and diversification. For clients in advisory programs, they monitor client's investments continually to ensure that the strategy remains aligned with their personal goals.

Harris Website

MEMBERS Trust Company
MEMBERS Trust Company provides trust and asset management services to credit unions across the United States. MEMBERS Trust Company is managed by and for credit unions to meet the trust and investment needs of members, and serves members with superior financial products with emphasis on quality service and low fees.

MEMBERS Trust Company Website

NEXT

NEXT Financial
NEXT Financial is a truly independent broker/dealer. The firm is unique because it is founded, owned and managed by their representatives. Even the chairman and members of the board are top producers in their sales force.

NEXT Financial Website

Patelco Credit Union
Patelco is one of the largest and most successful credit unions in the country. An industry leader in convenience and innovation, Patelco delivers service through its 38 branches and nationwide network of ATMs and service centers.

Patelco CU Website

Royal Alliance
Headquartered in New York City, Royal Alliance is one of the country's leading independent broker-dealers, with more than 2,400 financial advisors who service more than $35 billion in account assets. They cater to the entrepreneurial advisor who is driven to build a superior business. With our parent company, American International Group, Inc (AIG), one of the world’s leading financial services firms, we provide financial advisors access to resources designed to enhance their professional growth. Royal Alliance is where strong-willed, intensely motivated advisors take that first red-carpet step to realize their greatest potential.

Royal Alliance Website

Suncoast

Suncoast Schools Federal Credit Union

With $3.75 billion in assets and 320,000 members, Suncoast Schools Federal Credit Union is the largest credit union in Florida and ninth largest in the United States. Suncoast Teachers FCU was founded in 1934 and serves members in fourteen counties in Western Florida.

Suncoast Schools FCU Website

Sterne Agee & Leach Group, Inc.
Sterne Agee has been providing investors with high-quality investment opportunities for over a century. Founded in the southeastern United States, the firm has expanded to serve all regions of the country. Sterne Agee now holds over $9.4 billion in client assets and serves over 80,000 clients. The firm operates five subsidiaries which provide a total investment solution for its clients.

Sterne Agee & Leach Group Website

Texas Tech University
Texas Tech University is a nationally recognized doctoral/research university located in Lubbock, Texas (USA). Established February 10, 1923 and originally known as Texas Technological College, it is the flagship institution of the Texas Tech University System.

Texas Tech University Website

TD Ameritrade

TD Waterhouse Institutional Services provides comprehensive brokerage and other financial services to over 2,400 independent financial advisors and their clients. TD Waterhouse Institutional has serviced advisors for over 10 years, providing advisors and their clients with world-class service, cutting-edge technology and a comprehensive offering of products and services, all at a competitive price. TD Waterhouse Institutional Services is a division of TD Waterhouse Investor Services, Inc. (Member NYSE/SIPC), a subsidiary of TD Waterhouse Group, Inc.

TD Ameritrade Website

Thrivent Financial

Thrivent Financial for Lutherans exists to help its members achieve financial security and give back to their congregations, institutions and the broader community.

Thrivent Financial Website

For more information contact us

Disclosure: This is a partial list of customers representing banks, broker-dealers, internet services companies and retirement benefit administrators. Each is a current licensor of one or more of AdviceAmerica's financial planning applications. Being listed indicates that each company is under contract and that they have evaluated and selected the software for use by their clients or financial advisors.

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.
Overview Hosting Solutions Architecture

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.
Brochures: AdvisorVision LifeVision ClientVision Company Overview
Demos: AdvisorVision Intro AdvisorVision AdviceCenter ClientVision
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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)