The group's principle activity is to provide web-based financial planning software and wealth management platform that empower financial advisors to build trusted relationships through personalized advice. The group also provides professional and hosting services. The group's products include AdvisorVision and LifeVision. The group operates from United States.
Executive Information
Name
Title
Email
Purna Pareek
Chmn., CEO
N/A
Anil Kumar Maurya
VP - Product Development, Bangalore Development Center
