AdviceAmerica, Inc.

AdviceAmerica, Inc. develops Web-based wealth planning and relationship management solutions. It provides AdvisorVision, a Web-based financial planning application, which addresses multi-goal financial plans, including education funding, survivor needs analysis, and tax and estate planning, as well as accumulation goals; and LifeVision, a client-facing tool that allows collaboration with agents and advisors. The company also offers Retirement Express user interface, which focuses on the clients' retirement goals; AdvisorVision Retirement Income Edition that analyzes annuity products, bond ladders, life insurance, reverse mortgages, and long term care policies to provide comparisons of the income streams and asset depletion in retirement; Advisor Vision Comprehensive Planning Edition, which comprise asset allocation and portfolio construction; and AdvisorVision Investment Planning Edition, an asset allocation application for managing portfolios. It serves financial advisors, investment advisors, certified public accountants, and bank and credit union representatives. The company was founded in 1999 and is based in Fremont, California. As of June 7, 2010, AdviceAmerica, Inc. operates as a subsidiary of Fiserv, Inc.