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| Vendors > Enterprise > Advisor Platforms | |||||
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AdviceAmerica 34770 Campus Drive Fremont, CA 94555 Phone: (510) 742-4220 Website: www.adviceamerica.com AdviceAmerica is a leading provider of Web-based Wealth Management applications. Our software application suite empowers financial services firms and advisors to strengthen customer relationships and grow revenues by delivering comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. Top Advice Manager 9130 South Dadeland Blvd, Suite 1602 Miami, FL 33156 Phone: (305) 670-4880 Email: info@optimizeusa.com Website: www.advicemanager.com OptimizeUSA develops and sells its Advice Manager software and also provides consulting services to 401(k) plan sponsors. Advice Manager (patent pending) provides financial institutions around the world with an enterprise software application that helps investment professionals deliver personalized, risk-adjusted, investment solutions to clients. Advice Manager is the first integrated suite of investment management tools designed for client-side selling in both the global and domestic markets. Top DirectAdvice Mellon Financial Planning Services 111 Founders Plaza East Hartford, CT 06108 Phone: (888) 647-8889 Email: marketing@melloninvestor.com Website: www.directadvice.com DirectAdvice is a leading platform for online financial planning and advice. Our goal is to enable banks, brokerage firms and other financial institutions throughout the world to deliver personalized financial planning to all their customers, regardless of means. DirectAdvice technology is modular and scalable, an end-to-end solution that provides financial institutions with the ability to build broader, stronger and deeper relationships with their customers. And because of the inherent efficiencies of our Web-based service, institutions can market advice and planning to many more customers than they ever could before. Top Financial Engines 1804 Embarcadero Rd. Palo Alto, California 94303 Tel: (650) 565-4900 Website: www.financialengines.com The Professional Advisor service enables financial institutions to provide personalized and consistent advice with a human touch. This cost-effective and highly scalable service integrates seamlessly into an existing advice infrastructure and can be deployed in a variety of ways, including through an institution's professional advisors or by phone through call center technology. The Professional Advisor service includes a Dashboard feature, which helps advisors manage a book of business, and QuickSolve solutions, which automatically identify opportunities and enable advisors to create personalized investment proposals that can be implemented with a single click. Top Ignite Sales 14785 Preston Road, Suite 550 Dallas, TX 75254 Tel: (972) 789-5520 Email: info@ignitesales.com Website: www.ignitesales.com Calling MoneyMatch™ an "online financial planning tool" just doesn’t do it justice. More accurately, it is an "information conduit" between a financial institution and its customers. And, like any good conduit, MoneyMatch increases the flow of information between the financial institution and its customers - to the benefit of both parties. MoneyMatch sparks a conversation between a financial institution and its customers, leading customers to the answers, solutions and products that will help them reach their goals. The financial institution becomes the hero - and the data gathered during the conversation builds powerful profiles and product predictions for online and offline use. Top Informa Investment Solutions 4 Gannett Drive White Plains, New York 10604 Tel: (914) 509-1576 Email: sales@informais.com Website: www.informais.com Informa Investment Solutions ("IIS") has been providing separate account information, portfolio accounting and performance measurement systems, analytical tools, and consulting support to pension funds, investment consultants, brokerage firms and money managers since 1976. IIS provides wealth management solutions to the investment and financial planning communities. Our products and services offer planning solutions targeted at two distinct needs via our web-based products: investment planning ("iDecide") and financial planning ("AdvisorDecide"). The IIS suite of web-based wealth management products is focused at the investment and financial planning markets under the iDecide and AdvisorDecide service marks. Top Morningstar Advisor Workstation-Enterprise Edition Tel: (866) 215-2505 Email: greg_verbeek@morningstar.com Website: Advisor Workstation Configure Advisor Workstation Enterprise Edition, our robust Web-based tool, to suit the exact needs of your organization and your advisors. The Enterprise Edition takes the power of Principia software, adds goal planning and asset allocation functionality, and delivers it all via the Web, including real-time data updates. Enterprise Edition covers every aspect of investment planning, including. We'll mix and match the available capabilities to configure the toolset you need at the price you want. Top Sungard PlanningStation 4 Triad Center, Suite 700 Salt Lake City, UT 84180 Phone: (800) 752-6637 Email: online@sungard.com Website: www.online.sungard.com SunGard PlanningStation is a complete planning solution for today's financial professionals. Combining powerful calculation engines with interactive, educational presentations, SunGard PlanningStation analyzes data like an expert to clearly communicate complex financial concepts and provide individualized recommendations and reports. It's a web-based platform with mobile capabilities, making it ideal for both independent advisors that simply need a powerful planning solution, and enterprises requiring the flexibility to brand, customize, and deploy a solution to their affiliated financial professionals. PlanningStation's advanced analytics address a diverse, yet tightly integrated, range of over 60 planning needs, from the most basic financial goals to comprehensive cash flow planning. In addition to offering a cutting-edge planning solution, SunGard's PlanningStation also provides firms with administrative control over most system features, while also including powerful client management, workflow, electronic questionnaire, and reporting capabilities as well... making it easy to use, easy to deploy, and easy to manage. Top Thomson ONE Advisor Thomson Financial 1455 Research Boulevard Rockville, MD 20850 Phone: (888) 605-3385 Email: info@thomsonadvisor.com Website: Thomson One Advisor Thomson ONE Advisor is a complete wealth management solution designed to satisfy the business needs of independent advisors. The powerful components of Thomson ONE Advisor - Investment Center, Asset Allocation and Financial Planning - are the building blocks of any successful financial advisory practice. The advanced functionality within each of these modules delivers your clients a unique value throughout every stage of the financial advisory process. From assessing your clients' current financial situation to designing a plan to meet their goals and monitoring their progress towards achieving them. |
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