A comprehensive financial planning and relationship enhancing system for high net worth clients.
Wealth Vision provides complete cash flow based planning for financial advisors. Easily create comprehensive plans that are up-to-date and delivered to high net worth clients through a personal financial homepage.
Wealth Vision is a web-based wealth-planning tool that offers an aggregated, comprehensive view of your financial portfolio, as well as features and functions that enable more comprehensive financial planning and concierge-level servicing of a your needs.
Wealth Vision Provides:
Comprehensive Planning Center
11 modules:
-Accumulation Analysis
-Annuity Income
-Asset Allocation
-Asset Protection
-Business Insurance
-Disability
-Education
-Financial Statement
-Life Insurance
-Long Term Care
-Retirement
Standalone Retirement Income Tool appropriate for people approaching or at retirement
A personal Client Financial Home Page enabling client/advisor collaboration
Alerts and alarms notify of changes in a client's accounts
Account aggregation allows clients to view all account information in one place
An online storage “ Vault ” that helps clients keep track of valuable documents
Mobile access to the Client Site via a PDA, Treo and Blackberry device
A Client Profile Grid that identifies areas for new revenue opportunities
Alliance Partnerships to allow for collaboration with attorneys, accountants etc.
Customized reporting capabilities to meet your client's needs
Securities offered through LPL Financial, Member FINRA/SIPC
Registered to discuss and transact securities business in the following states: OH, FL, IL, IN, NC, NJ, NY, WV
