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Life Health > Life Insurance

Software Firms Roll Out Packages For Advisors

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Albridge Solutions Inc. and AdviceAmerica Inc. have introduced new software systems for financial advisors.[@@]

Albridge, Lawrenceville, N.J., has built on its existing account reporting system for registered investment advisors by releasing Albridge Wealth Reporting for RIAs, a system that combines accounting reporting features with a system that can aggregate data from many different customer accounts.

AdviceAmerica, Fremont, Calif., has introduced the fifth version of its AdvisorVision application for financial advisors.

The system can help advisors with tasks such as retirement planning, life insurance planning and long term care insurance planning.

New features include a tool for comparing planning scenarios, a tool for sharing work with other advisors, and a tool for analyzing the relationship between various estate planning strategies and cash-flow assumptions.


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