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Website: http://www.adviceamerica.com/

AdviceAmerica is the leading provider of innovative financial planning solutions that are powerful, yet easy-to-use, enabling financial services firms to achieve high advisor adoption rates. The suite of enterprise-class, web-based applications empowers financial institutions and advisors to strengthen client relationships and growing revenues through comprehensive financial planning, automated...More»

Address: 3179 Skyway Court Fremont, CA 94539 Map it »

Phone: 510-824-3777

Founded: 1999

Industry: Consumer & Business Services

Sub-Industry: Financial

Legal Structure: Corporation

Ownership: Private

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Name:	AdvisorVision Comprehensive Planning Edition
Product URL:	http://www.adviceamerica.com/AAweb/CPE.htm
Description:	Recognized by leading industry analysts as one of the top financial planning solutions, AdvisorVision has received high marks for ease-of-use, breadth of functionality and advanced technology. Both Forrester Research in its industry report, The Forrester Wave™: Financial Planning Software, Q2 2005, and Celent, in its recent industry report: Ranking the Vendors of Wealth Management Technology 2006: Financial Planning, recognized AdviceAmerica among the top three financial planning vendors. AdvisorVision provides an intuitive user interface, dynamic data connectivity, and an automated advice engine designed to increase productivity so advisors can focus on strengthening client relationships and growing revenues. Through its next generation Web-based technology platform, AdvisorVision provides enterprise scalability, high reliability, exceptional usability and rapid integration, empowering advisors with the tools they need to collaborate with clients or other advisors and deliver comprehensive financial planning, actionable advice and sophisticated asset allocation modeling. Some of the industry's most successful financial institutions rely on AdviceAmerica, and its award-winning flagship product, AdvisorVision.