This upgrade to AdvisorVision 7.5 will enable advisers to access their client data through a dashboard on the Web or via a mobile device such as an iPad or a smartphone, according to a press release from Fiserv Inc., a financial services technology solutions provider. Fiserv acquired AdvisorVision from AdviceAmerica in June of this year.
According to the release, AdvisorVision uses a rule-based advice engine that can monitor a financial plan’s progress against set goals and adjust portfolios as needed. Another added feature is that users can set up email alerts based on more than a dozen criteria including date, age, portfolio, or net worth changes.
The “dashboard” feature can be used by advisers to see all of their client’s information on one page, or by the client to see their account information as well.