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  3. WealthVision

WealthVision

Track All of Your Clients’ Finances in One Location

WealthVision offers an aggregated, secure, comprehensive view of clients’ portfolios, tax and legal documents, and insurance coverage. This integrated, web-based wealth management system offers features and functionality that enables more complete planning and deeper servicing of client needs.

WealthVision is designed to give advisors a single access point to securely view:

FAN logo.JPGFinancial accounts
FAN logo.JPGTax and legal documents
FAN logo.JPGInsurance coverage

FAN logo.JPGSpecific goals
FAN logo.JPGStrategic plans

 

 

All client information is password protected in a secure, encrypted personal website, that is easily accessible. Keep up to date with powerful analysis tools that track changes in your clients’ assets based on:

 

FAN logo.JPGOverall asset allocation
FAN logo.JPGRetirement and cash-flow models

FAN logo.JPGInsurance programs
FAN logo.JPGFinancial and estate plans

 

Platforms

  • Redtail Technology
  • WealthVision
  • eSignature
  • Remote Deposit
  • AccountView

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your partner.

Get to know us

 

Phone: 240-499-2770

Email: info@fan-advisor.com

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Maryland Financial Group, Inc. a registered investment advisor. Maryland Financial Group, Inc., and Financial Advocacy Network are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

 
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