Harris Investor Services Selects AdviceAmerica's Financial Planning Platform to Enhance Client Service and Grow Revenue.AdvisorVision([R]) Arms Advisors with Powerful, Easy-to-Use 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 Tools and Lead Generation Capabilities FREMONT, Calif. -- AdviceAmerica, Inc. (www.adviceamerica.com), a leading provider of financial planning software, today announced that Harris Investor Services, an affiliate of Harris N.A. (www.theharris.com) and part of the $312 billion BMO BMO Bank of Montreal (Canada) BMO Before Market Open BMO Biometrics Management Office BMO Ballistic Missile Office BMO British Mathematical Olympiad BMO Balkan Mathematical Olympiad BMO Business Management Office Financial Group, has selected AdviceAmerica's award-winning enterprise-class financial planning solution, AdvisorVision([R]) to enhance client service and grow revenue. AdvisorVision's powerful, yet easy-to-use, robust suite of web-based planning tools, arms advisors with the solutions they need to provide clients with expert advice and identify opportunities to cross-sell services and products offered by other business units. "At Harris we take a long-term, disciplined approach to financial planning with an emphasis on asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. and diversification Diversification A risk management technique that mixes a wide variety of investments within a portfolio. It is designed to minimize the impact of any one security on overall portfolio performance. Notes: Diversification is possibly the greatest way to reduce the risk. ," said Barry Streit, President, Harris Investor Services, Inc. "For clients in our advisory programs, we continually monitor their investments to ensure that the strategy remains aligned with their goals. As a central part of our approach, AdvisorVision allows our financial advisors to efficiently work one-on-one with clients." After conducting an extensive evaluation of financial planning solutions, Harris Investor Services selected AdviceAmerica because of its broad range of traditional financial planning modules, such as retirement and investment planning, which enable advisors to provide specific advice tailored to a client's goals. Complementary modules, such as debt management, allow advisors to recommend products and services from the banking business unit such as refinancing Refinancing An extension and/or increase in amount of existing debt. , debt reduction and home equity loans. AdvisorVision enables advisors to strengthen customer relationships and grow revenues through comprehensive financial planning, actionable Giving sufficient legal grounds for a lawsuit; giving rise to a Cause of Action. An act, event, or occurrence is said to be actionable when there are legal grounds for basing a lawsuit on it. advice and sophisticated asset allocation modeling. AdvisorVision delivers high advisor adoption rates with a dynamic user interface that is easy-to-learn and easy-to-use, integration to a range of data sources that eliminates error-prone manual data entry and saves advisors time, and an automated au·to·mate v. au·to·mat·ed, au·to·mat·ing, au·to·mates v.tr. 1. To convert to automatic operation: automate a factory. 2. expert advice engine that streamlines delivery of client-specific recommendations and supports cross-selling. AdvisorVision is built on a 100% Microsoft([R]).NET([TM])framework and leverages the latest advances in Service-Oriented Architecture See SOA. , resulting in enterprise scalability, high reliability and exceptional usability. AdvisorVision is quick to deploy, easy to customize and cost-effective to maintain. The web-based platform also allows advisors to efficiently collaborate with their clients by providing them with online access to their plans. The solution has been recognized by leading industry analysts as one of the top financial planning solutions available with ease-of-use, breadth of functionality and advanced technology key contributors to the high marks. Both 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
"We are extremely pleased that Harris Investor Services has selected AdvisorVision as their financial planning platform to help advisors forge deeper relationships with their customers over time," 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. "To that end, we built our solution specifically with the view that advisors need to spend less time using software and more time strengthening client relationships and growing revenues. We look forward to working with Harris Investor Services to achieve their goals." About AdviceAmerica AdviceAmerica is the leading provider of innovative financial planning solutions that are powerful, yet easy-to-use, enabling 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. firms to achieve high advisor adoption rates. Consistently validated by market research firms, the company's flagship product A primary product of a company, which is typically why the company was founded and/or what made it well known. For example, MS-DOS, Windows and the Microsoft Office suite have been flagship products of Microsoft. CorelDRAW is a flagship product of Corel Corporation. , AdvisorVision, provides an intuitive user interface, dynamic data connectivity, and an automated advice engine designed to increase advisor productivity. Leading financial institutions rely on AdviceAmerica to help advisors strengthen client relationships and grow revenues. Based in Silicon Valley, the company was founded in 1999 by a team of seasoned financial services professionals. For more information please visit: www.adviceamerica.com or call (510) 824-3777. |
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