With Fiserv’s June 2010 acquisition of AdviceAmerica, a best-in-class provider of integrated advisor solutions, we now provide a suite of technology solutions that are designed for financial professionals advising clients on their investment plans. Its separate features work seamlessly to support advisors with the many distinct functions of their jobs, including:

• Lead generation
• Account opening
• Client relationship management (CRM)
• Investor profiling and risk assessment
• Proposal generation
• Goal-based retirement, estate and tax planning
• Scenario building
• Investment selection and asset allocation
• Portfolio construction, analysis and management
• Trade order processing and management
• Document retention and compliance monitoring
• Client reviews and performance reporting

With an MS Office-style look and feel, our tools are easy to use, significantly increasing advisor productivity to permit more quality “advice” time with clients.

Our tools are also modularly designed so that the full product suite or its separate components can be licensed, depending on the unique needs of the enterprise or individual user (comprehensive financial planner, insurance agent, small-bank or credit union representative, etc.).

For more information on our suite of financial planning tools, please visit the AdviceAmerica website at www.adviceamerica.com.