Fiserv has upgraded its AdvisorVision solution, which further expands the financial advice solutions technology it offers. AdvisorVision helps design goal-based financial plans, conduct market simulations, construct model portfolios, monitor plans, manage client relationships and generate client proposals.
The new features of AdvisorVision include enhancements to retirement income planning capabilities, making it easier for financial advisers to define and communicate clearly with clients on strategies and scenarios. The updated version also offers enhanced client reporting features, allowing advisers to generate presentations in Microsoft PowerPoint format.
Click here for the release from Business Wire.