AdviceAmerica Recognized for Financial Planning Software Leadership; AdvisorVision One of Three Vendors Named for Leading the Pack According to Major Independent Research Firm.FREMONT, Calif. -- AdviceAmerica, Inc. (www.adviceamerica.com), a provider of innovative financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against and relationship management solutions, announced today that it has been named as a current financial planning software leader in The Forrester Wave(TM), the Financial Planning Software Report by Forrester Research Forrester Research is an independent technology and market research company that provides its clients with advice about technology's impact on business and consumers. Corporate facts
The Forrester Wave for Financial Planning Software rates organizations for product offering and strategy. AdviceAmerica ranked highest among the industry for Current Offering and Product Direction, resulting in its selection as a leader in the latest report. Forrester evaluated each company according to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. user needs, software functionality and feedback from customer interviews. The report states, "AdviceAmerica makes comprehensive planning "Comprehensive Plan" is a term used by land use planners to describe a set of goals and policies developed by a municipality to accommodate future growth. Typically the comprehensive plan will look at estimated growth within a specific time period, for example, 20 years. easy for advisors. AdviceAmerica tore Tore can refer to:
a saddle girth on an American stock saddle. Tightens with a knot on a ring instead of with straps and buckles. to use. It has the best Macromedia Flash-based online training of the bunch, even though the training won't be necessary for most." AdviceAmerica received or tied for the highest score in eight evaluation categories, contributing to its overall placement as a current financial planning software leader in the report. These categories are: --Current offering --Product direction --Ease-of-use --Data integration --Adaptability and entitlements --Multi-advisor access --Client access --Modes of access --Event triggers and alerts "Being named a leader in the Forrester Wave for Financial Planning Software report validates our product and strategic vision. We have worked closely with institutions, advisors and their clients to build a next generation wealth planning platform that is flexible, modular, integrated, comprehensive and collaborative," said Purna Pareek, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. and founder of AdviceAmerica. "We are addressing true enterprise wealth planning needs, with a new and highly advanced architecture that dynamically links to a wide variety of data sources. With very high marks for usability How easy something is to use. Both software and Web sites can be tested for usability. Considering how difficult applications are to use and Web sites are to navigate, one would wish that more designers took this seriously. See user interface and usability lab. , we have also proven that advisors don't have to sacrifice ease-of-use to have comprehensive financial planning capabilities." About AdviceAmerica AdviceAmerica is a leading provider of innovative wealth planning and relationship management solutions that enable financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. providers to increase revenue, strengthen client relationships, and gain competitive advantage. AdviceAmerica was founded in 1999 in the heart of Silicon Valley by financial services professionals with extensive wealth planning experience. Recognizing the productivity, accuracy and compliance consistency that automation can bring to the financial advice-generation process, they teamed with entrepreneurs who have built highly successful enterprise software and Internet companies. The result has been the introduction of a best-of-class, Web-based product suite designed by planning professionals for financial planning professionals. For more information about AdviceAmerica, please visit: www.adviceamerica.com or call: 510-742-4220. |
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