Product. AdvisorVision Designed to Make Financial Professionals More Effective in All Aspects of Client Service and Business Growth

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1 Product AdvisorVision Designed to Make Financial Professionals More Effective in All Aspects of Client Service and Business Growth

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3 Product AdvisorVision from Fiserv is a highly flexible and configurable platform built on the latest financial technology. The workstation can be configured to your business model, not the other way around. By turning on or off various features of the workstation and shifting application workflow, you can ensure it is designed for the way you do business. AdvisorVision is the front-office component of the Unified Wealth Management Platform from Fiserv, completing the industry s first end-to-end technology solution. The best-inclass platform is designed to make financial professionals more effective in all aspects of serving their clients, including client relationship management, household financial planning, investment proposals, portfolio construction and asset allocation, product illustrations, lead generation, and online client portals and document management. Great Financial Advice Starts with Great Technology The need for quality financial advice has never been stronger. As investors remain increasingly concerned over their financial health, they look to financial organizations to recommend appropriate investment strategies in products that achieve all of their household goals, such as a new home, car, retirement, college or vacation. Most investors have learned it is not security recommendations alone that will take them from point A to B. Financial success is achieved with a comprehensive plan; a holistic and ongoing assessment of all finacials, goals, risks, preferences and sound recommendations to protect clients and their families in today s volatile markets. and increased efficiency, it enables advisors to more effectively do what matters most: serve their clients and grow their business. Increase Investor Confidence Delivering disciplined financial plans to your clients will not only help them succeed in achieving their goals, but will restore their faith and confidence in you. Taking the time to understand each client s entire financial picture will demonstrate that you and your firm are doing the right thing. Start with Technology If you are not currently providing comprehensive household financial planning as a service, now is the time to start. There are dozens of technology solutions available, but only AdvisorVision provides the flexibility, efficiency and integrated endto-end solution with every system you need on one platform. Is Your Current Technology Good Enough? If financial planning is already a part of your offering, reevaluate your current technology to assess its abilitiy to operate at higher levels of efficiency and deliver the new type of financial advice that today s investors require. AdvisorVision: Helping Advisors Grow Their Business Ranked best-in-class eight years standing, AdvisorVision answers many of the technology challenges financial professionals face today. Offering flexibility Likewise, if you or your firm focus solely on product sales, can your current technology provide clients with a clear picture of how changing market or life scenarios could impact their investments and then graphically illustrate a portfolio to stabilize income, mitigate risks and provide peace of mind in any market condition? 1

4 One Technology That Supports All Advisor Functions If your current technology is not providing you with the efficiency to compete in today s market, turn to AdvisorVision. It will make your life easier, requiring less administrative duties and enabling you to focus on your client relationships. productivity and enhance client relationships. Consistency between components and intuitive Microsoft Windows navigation make it easy for advisors to move from simple asset allocation to comprehensive financial planning. AdvisorVision will help you service your clients more efficiently, grow your business and increase revenue. AdvisorVision offers the greatest number of features needed to perform all the various functions of your practice offering you a more efficient workflow all around. Give Fiserv a Fresh Look Founded in 1984, Fiserv is ranked #1 on FinTech100 in eight of the last 10 years, is the leading global provider to the financial services industry and the market leader in the managed accounts space. AdviceAmerica, founded in 1999 and acquired by Fiserv in 2010, set the standard for the industry by creating AdvisorVision, the first Web-based financial planning program. Since 2010, Fiserv has continued to enhance, improve and integrate AdvisorVision into its existing middle- and back-office technology, creating the first end-to-end technology solution for the wealth management industry. Robust Technology Coupled with Ease of Use Very often, robust technology is difficult to use. By contrast, AdvisorVision was designed by financial professionals for financial professionals, developed specifically to improve workflow efficiency, increase Entitlement-Based Web Access or Individual Software Licenses Roles-based entitlement, grants professionals within a firm, access to functionality and data, depending on their role. The Web-based access to AdvisorVision permits data sharing and collaboration among advisor teams and clients. Hosted, managed and secured by Fiserv, your firm will have less overhead and will always be up-to-date with the latest version. Individual software licenses are also available for independent advisors that are not part of an enterprise network. Complete Data at Your Fingertips Powered by a database that holds complete information client contact and financial data, account holdings, security pricing, research and market data AdvisorVision provides a single interface for quick and efficient access to it all. A Front-to-Back Technology Solution Fully integrated with data aggregation, model management, proposals, trading, investment and model performance, goals based monitoring, portfolio management and statement reporting solutions, AdvisorVision is the front-office component 2

5 of the Unified Wealth Management Platform from Fiserv completing the industry s first, end-to-end technology solution. *AdvisorVision was ranked best-in-class for client engagement, advisor experience, advisory tools and enterprise support by CEB TowerGroup in its annual Financial Planning Technology Vendor Landscape Report (2012). Even the most sophisticated plans can be generated in 15 minutes or less with minimal training, resulting in industryleading advisor adoption rates*. This is one reason why our technology consistently ranks best in class by industry experts and analysts. Best-in-Class, Eight Years Standing AdvisorVision has been nationally recognized by financial professionals and institutions, and it has been awarded top ratings over the years by industry analysts who evaluate and rank financial services technology, including Aite Group LLC, Forrester, TowerGroup and Celent. Flexible, Configurable Design: Anything is Possible Our Web-based, modular design with roles-based entitlements supports any business model or advisor preference. AdvisorVision is equally appropriate for the largest financial organizations or independent financial advisors. It is suitable for both advanced and entry-level advisors, across multiple departments or divisions with varying requirements. Roles-based access defines which modules advisors can access, while the solution dynamically configures itself to show only the appropriate screens and tools. If your organization is more comfortable maintaining its current user interface, in lieu of introducing new navigation routines to their advisors, this is possible. The flexibility of Fiserv technology allows us to connect our back engine to your firm s front interface. Client Relationship Management Enhanced client relationship management (CRM) technology serves up client contact information with personal financial, account and market data. It is fully integrated with Microsoft Office. Household Financial Planning A Microsoft user interface makes creating complex financial plans easy and quick; most plans can be complete within 15 minutes. Debt-management features allow advisors to analyze and incorporate debt reduction strategies into a financial plan. Retirement accumulation and distribution tools allow advisors to help clients plan for both pre- and post- retirement years. Account aggregation features save time by importing client account information from various data sources such as CashEdge, Pershing, BETA, Albridge, DST FAN Mail, TD Ameritrade, ByAllAccounts and more. 3

6 Portfolio Construction and Asset Allocation This component of AdvisorVision helps advisors manage any number of model portfolios that are aligned with the risk profiles, needs and goals common to larger groups of clients. Advisors can adjust the model portfolio over time for a more accurate cash flow. Alerts can be set to trigger a date, event or threshold. Automatic rebalancing helps advisors keep client portfolios in synch with targeted asset allocations. Increased Product Sales Sales and illustration tools help financial professionals sell products such as annuities, life insurance, long-term care (LTC) policies and reverse mortgages. Illustrations show clients the benefits and trade-offs of insuring against possible scenarios that could lead to plan failure. Key Benefits Reduce the development costs of building and maintaining your own planning tools Flexible enough to integrate with existing financial systems and data, while providing the high degree of security and scalability demanded by the largest financial services firms Generate custom advice and reports tailored to the needs of any advisor or organization to best market the financial products your customers need; financial plans are essentially marketing tools, and AdvisorVision generates what you need to attract clients and sell Clients will appreciate the detailed, personalized advice, the compelling analysis and the intuitive plans Lead Generation Make better use of your website to generate leads by having prospects run a quick retirement readiness analysis. Client information is captured for advisor review, follow-up and recommendations. Connect With Us For more information about AdvisorVision, please contact us at or visit Online Client Portals and Document Vaults Online tools help illustrate how important financial plans are to long-term client goals by comparing current progress with various points in time. Unlimited storage vaults allow you and your clients to upload, store and share important documents. 4

7 About Fiserv Fiserv is driving innovation in Payments, Processing Services, Risk & Compliance, Customer & Channel Management and Insights & Optimization, and leading the transformation of financial services technology to help our clients change the way financial services are delivered. Visit for a look at what s next, right now.

8 Fiserv, Inc. 255 Fiserv Drive Brookfield, WI Fiserv, Inc. or its affiliates. All rights reserved. Fiserv is a registered trademark of Fiserv, Inc. Other products referenced in this material may be trademarks or registered trademarks of their respective companies COL 01/13