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:
Tax and legal documents
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:
Overall asset allocation
Retirement and cash-flow models
Financial and estate plans