Financial advisors have been challenged to find the financial planning tool that is powerful enough for modeling complex client scenarios, yet easy enough to use and scale their practice. Advisors need to generate results that can be understood by customers — while highlighting the specific financial needs and products marketed by the advisor.

AdvisorVision represents the most sophisticated portfolio construction/planning 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. AdvisorVision automates much of the data input by integrating with external data sources, including the customer database and current asset valuations to maximize advisor productivity. The solution’s advanced data model allows it to prepare and analyze complex planning scenarios based on sophisticated tax, estate planning and financial strategies — quickly and easily.