Broker-dealer HD Vest has released VestVision, a financial planning software system that lets its advisors and their clients establish and prioritize their financial goals and then track their progress toward them.
The new tools includes an eight-step planning process to keep advisors and clients focused on the clients’ goals, and the interactive “Priority Ladder” tool that helps prioritize those goals.
“Today, the overwhelming concern of most financial advisory clients is not how well their investments are performing against any particular index or market-related benchmark, but rather, on a personal level, whether they will have the money they need in order to meet their life goals and how they can best achieve that objective,” said HD Vest managing sales director Scott Rawlins in a statement. “The VestVision software is completely oriented to respond to those concerns, and to assist our advisors in keeping their clients fully focused on their individual financial plans and avoid being distracted by extraneous developments.”
VestVision integrates with HD Vest’s technology and financial planning platform, including its Vest 360 client asset management hub, its 1040 Analyst tool, and its VestAdvisor Select portfolio management service.
For more information, visit the HD Vest Web site.