Business Services Industry

AdviceAmerica Recognized as a Top Financial Planning Solutions Provider by Leading Industry Analyst Firm; Validated by Celent, Technology Leadership to be Showcased in Microsoft® Booth at SIA Conference

Business Wire, June 7, 2006

FREMONT, Calif. -- AdviceAmerica, Inc. (www.adviceamerica.com), a leading provider of financial planning software, today announced it has been ranked in the top quartile by Celent in the research and advisory firm's latest industry report: Ranking the Vendors of Wealth Management Technology 2006: Financial Planning. Using its ABCD methodology, Celent evaluated the ten leading financial planning vendors and ranked AdviceAmerica among the top three based on breadth of functionality and advanced technology.

Attributing much of the Company's market leadership position to its next- generation AdvisorVision(R) platform based on 100% Microsoft(R).NET(TM) technology, Purna Pareek, CEO and founder of AdviceAmerica stated, "Approximately three years ago we recognized that by leveraging the latest advances in Service Oriented Architecture in building the AdviceAmerica application platform, we could deliver an unprecedented level of flexibility, scalability and usability to our customers. We are extremely gratified when leading firms like Celent see it for themselves and hear it from our customers."

As a Microsoft Gold Certified Partner, AdviceAmerica will be among the featured partners in Microsoft's Corporate Booth #2211 at the SIA Technology Management Exhibition 2006, June 20-22, at the Hilton New York, New York City. AdviceAmerica builds its financial planning software platform using the Microsoft.NET framework resulting in enterprise scalability, high reliability and exceptional usability. The platform also leverages web services for rapid integration.

"By participating in Microsoft's booth and supporting the 'experience Capital Markets' initiative, AdviceAmerica is demonstrating its commitment to solving the issues faced by financial advisors today," said Bill Hartnett, GM of strategy and solutions for Microsoft's U.S. Financial Services Group. "AdviceAmerica continues to be a critical part of our partner ecosystem, and this is validated by the recognition the company has received from Celent."

At the SIA Exhibition the company will demonstrate its award-winning advisor financial planning solution, AdvisorVision. This powerful application enables financial services firms and financial advisors to strengthen customer relationships and grow revenues by delivering comprehensive financial planning, actionable advice and sophisticated asset allocation modeling.

For more information on the new Celent report, which provides an overview of the wealth management vendor landscape in North America and includes an evaluation of each solution's features and functionalities, strengths and weaknesses, number of clients, financial viability, deployment options, pricing structures, and maintenance and support schemes, please visit: http://www.celent.com/PressReleases/20060524/FinancialPlanning.htm

About AdviceAmerica

AdviceAmerica is a leading provider of innovative financial planning and relationship management solutions that enable financial service providers to increase assets under management, strengthen client relationships, and gain competitive advantage. Through its flagship product AdvisorVision, AdviceAmerica is redefining the next generation of dynamic and collaborative planning systems linked to online data sources. Contact AdviceAmerica at: www.adviceamerica.com or call (510) 824-3777.

COPYRIGHT 2006 Business Wire
COPYRIGHT 2008 Gale, Cengage Learning
 

BNET TalkbackShare your ideas and expertise on this topic

Please add your comment:

  1. You are currently: a Guest |
  2.  

Basic HTML tags that work in comments are: bold (<b></b>), italic (<i></i>), underline (<u></u>), and hyperlink (<a href></a)

advertisement
Click Here
advertisement
  • Click Here
  • Click Here
  • Click Here
advertisement
Click Here

Content provided in partnership with Thompson Gale