This is my first in-depth review of an application targeted for financial advisers. Please post your comments on things like image quality, layout, and descriptions to help me improve the review process.
After exchanging several tweets with Bradd Delmuto (@bdelmuto), I attended a demonstration of AdviceAmerica, Inc.’s new ClientVision CRM utility. Bradd was very helpful in coordinating a live demo with Gary Kinghorn, director of product management for AdviceAmerica. Gary walked me through many of the features of this new program that I’ll share with you below.
First, some background. AdviceAmerica has been around since 1999 and financial advisers may recognize the company for its AdvisorVision product, a web-based financial planning software tool now in its 7th major release. For more on the company’s AdvisorVision offering, read Joel Bruckenstein’s review in the November 2006 edition of Financial Advisor Magazine.
Update: AdvisorVision 7.0 was reviewed in July 2009 by Joel Bruckenstein in this Morningstar Advisor article.
Do Advisers Need Another CRM?
