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Building on the rich feature set of Visual Advisor desktop software, this web based application offers complete data integration and the freedom to access your data from wherever you have online access. This product has two components, an advisor portal and a client portal.
The Advisor Portal offers a simple to use yet comprehensive interface to manage your client profiles and a robust data exchange service that will allow for easy transfer of documents and printed material between the advisor and the client. There are also calendars and alerts to aid in the scheduling of reviews and common account maintenance meetings.
The Client Portal provides a complete user experience to the investors and a whole new way to communicate with their advisor. The client can now consolidate all their account data and easily share it with the advisor without the need for repetitive data entry or the need to manage and carry their statements to every meeting. Once account data is entered into their profile it becomes accessible to the advisor for review or planning purposes. With features like the Dash Board, the client will now have a quick snapshot of their financial health and with the retirement calculator they will be able to see how far they are on the road to retirement.
Futhermore, Sharelogix offers Data Aggregation. With this service the advisors will be able to offer even more value to their clients by allowing them to automatically download their account information from various financial institutions and reduce the amount of manual data entry. Account data is then always up-to-date, and both the client and the advisor can devote their time to more productive activities.
Key features available in Sharelogix include:
Insurance Planner will assist you in completely analyzing your client's insurance needs, asking the tough questions, and recommending the appropriate policies to match their situation.
Estate Planner can be used as a stand-alone tool as well as integrated into the Finance Logix comprehensive planning set of tools. Estate Tax Planner takes into account retirement needs analysis performed in the Retirement Planner as well as client's insurance policies and real estate properties. It can also account for other expenses and gifts including education needs analysis performed in the Education Planner.
Education Planner is designed to help financial professionals show their clients how to save at a realistic level and invest to maximize returns given the appropriate amount of risk. The Education Planner will help you will develop a saving strategy for your clients' educational needs by analyzing various investment options, including Section 529 plans.
The Monte-Carlo simulation can identify potential shortfall situations by applying standard statistical techniques and calculate the probability of achieving the retirement goal. The program runs hundreds of random simulations of the underlying scenarios based on the historical performance of the asset class mix in each account, and then graphically displays the projected balance for the length of the plan.
Users may operate the software and generate results with just a few inputs and the manipulation of the graphical interface, or by filling out a detailed worksheet to generate a more precise recommendation. This allows the software to accommodate different levels of planning depth and different interaction methods with the client.
The Financial Model will calculate the most tax-efficient way to withdraw money from various accounts (based on a cost reward analysis) or let the user specify the Withdrawal Order manually.
This feature accommodates real life situations such as sabbaticals, or a spouse taking a couple of years off to be with a child, or even if there is a significant one time salary increase at some life milestone.
For example, a client may have two different 401(k) accounts and 3 different IRA accounts. All contribution limits are enforced within account types.
Allows advisors to easily create various plans using different mixes of assumptions, and save them for future reference or comparison. Advisors may apply various custom Asset Allocations as well as fine-tune other client assumptions and instantly show the impact of these changes to the client on the screen.
Visual Advisor is designed to integrate smoothly with other interfaces such as CRM, portfolio management, tracking, record-keeping database, asset allocation, reporting, and many other third party systems.
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