Alliance Wealth Management WealthVision Presentation (Launches in a new Browser window)
What will WealthVision Do for You?
Can financial planning be consumer friendly? Get and keep ultimate control of your financial life. Bring together all of your financial data and store it in one secure place--our financial consolidation and life planning tool. WealthVision allows individuals to view all of their personal financial data in one place for an instantly accurate view of their complete financial picture.
* Financial Goals/Plans
* Create up to date Balance Sheet/Net Worth Statements
* Monitor Asset Allocation Strategy
* Daily Account Aggregation
* Full Cash Flow/Retirement Modeling
* Immediate access to all financial related matters in a single, secure location
* Develop Current Estate and Life Planning
Users can allow access to certain portions to professionals and others. No more mailing countless forms to the CPA. No more trying to locate insurance policies and estate planning documents. Most uniquely, with all data updated daily, real-time financial planning can be conducted with an independent Certified Financial Planner on a Comprehensive Wealth Management contract, or a just-as-you-need-it hourly basis. Finally, for the first time these services are offered through a consumer-friendly online purchase. WealthVision could save users countless hours annually in financial management time for under $25 a month.
The security of your personal information used in WealthVision is a primary concern to us. Please see the security presentation below to view a demonstration of WealthVision's security and protection features.
Contact us to learn more about getting started with your WealthVision account.
