Avrillion
Avrillion is a financial planning software designed to help financial advisors and wealth managers track their clients' financial data, run analytics, and create financial plans. It includes modules for financial planning, client management, reporting, and more.
financial-planning
client-management
reporting
analytics
Avrillion: Financial Planning Software
Financial planning software designed for advisors and wealth managers to track client data, run analytics, and create financial plans, with modules for planning, management, reporting, and more.
What is Avrillion?
Avrillion is a comprehensive financial planning software designed specifically to help financial advisors, wealth managers, and other financial professionals easily track client financial data, run analytics on their portfolios, create detailed financial plans, and manage their practices. Some key features of Avrillion include:
- Intuitive dashboards for easily visualizing client portfolio performance, cash flow, insurance analysis, asset allocation, and more.
- Powerful planning tools for retirement, education, insurance needs analysis, goals-based planning, and more based on Monte Carlo simulations.
- Client management capabilities like vaults, data aggregation, mass record updating, householding, and more.
- Custom reporting builder to create, schedule and deliver branded reports.
- Integrations with leading custodians and third party applications via API.
- Robust security at both firm and client levels to protect sensitive financial information.
Overall, Avrillion combines robust planning capabilities with intuitive analytics and client management tools to provide a complete solution for financial professionals. The software aims to help advisors gain deeper insights into client financial situations, collaborate with them more effectively on planning, and scale their practices by streamlining workflows.
Avrillion Features
Features
- Financial planning module to create plans
- Client management and CRM
- Portfolio management and reporting
- Modeling tools and calculators
- Integration with custodians and other software
Pricing
- Subscription-Based
Pros
Comprehensive features for financial advisors
Customizable plans and reports
Automates manual processes
Cloud-based for easy access
Cons
Can be complex for new users
Limited mobile functionality
Requires training and onboarding
Official Links
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