According to the company’s announcement, with the new AdvisorVision Retirement Income Edition, advisors can create customized plans in as little as 15 minutes. Advisors can use pre-built modeling simulations or create customized models which consider changes in a client’s savings and cash flow, expenses, income, market performance, withdrawal strategy, annuities, residence downsizing, long-term care and life insurance.
The solution produces graphs and illustrations summarizing results and product-specific recommendations. A step-by-step workflow, education and training materials and automated alerts provide advisors with tools needed to provide proactive advice to clients, the announcement said.
The application connects to multiple custodians, aggregators and market data sources in real-time, eliminating the need for manual data entry.
For more information visit www.adviceamerica.com or call 510-824-3777.