intellivisor.com

What It Is

Intellivisor is financial planning software designed for financial advisors. Its official tagline emphasizes “Present Plans, not Products,” meaning it helps advisors present understandable planning scenarios to clients rather than simply selling financial products. The site describes it as comprehensive financial planning software built by advisors for advisors, suitable for prospect conversations, plan presentations, and report delivery.

Core Features and Product Capabilities

Based on the available content, Intellivisor’s core modules include Income Planner, Portfolio Builder, Retirement Navigator, and FAI Comparison. It also offers a household-centered database, portfolio analysis, integrated income planning, and a dynamic, real-time interactive planning environment. Advisors can adjust assumptions during presentations and deliver results to clients as digital on-screen reports or printed color PDF reports. The product also supports customization with an organization’s logo and brand colors, helping advisory firms maintain brand consistency during client acquisition and client communications.

Pricing, Trial, and Deployment

The official website does not disclose formal plans, pricing, seat counts, or billing cycles. It repeatedly mentions “Signup now. It's free” and offers a “21 Day Challenge,” a 21-day free trial experience, while noting that spots are limited. In terms of deployment, the site says the software runs on mobile platforms and PCs and supports real-time digital presentations, but it does not clearly state whether it is a pure cloud SaaS product, self-hosted, or a hybrid deployment.

Integrations, Collaboration, and Security

The main content currently does not mention third-party integrations, APIs, developer support, data import/export, CRM connectivity, or similar capabilities. For team collaboration, it only says that “future clients and back office” will appreciate its deliverables, but does not explain role-based permissions, multi-user collaboration, approval workflows, or advisor team management. Key information for financial software—such as data security, privacy protection, and compliance certifications—is also not disclosed, which is a clear information gap for advisory firms evaluating the product for procurement.

Pros, Cons, and Best-Fit Users

Its strengths are its clear vertical focus and design around the business development needs of financial advisors. It emphasizes dynamic presentations, income planning, portfolio analysis, and branded reports, making it useful for in-person or online client conversations. The downside is that public information is limited: pricing, compliance, security, integrations, and permission structures are all unclear, making it difficult to assess its enterprise readiness. It is best suited to independent financial advisors and small advisory firms looking to improve how they present client plans.

Access from China and Alternatives

Access from China is unknown, and the official website does not state whether it supports RMB payments, localized language options, or scenarios aligned with Chinese financial regulation. If used in mainland China, users should test network accessibility, payment methods, and cross-border data compliance requirements in practice. Comparable products include eMoney Advisor, MoneyGuidePro, RightCapital, and Orion Planning. In the Chinese market, users may also consider local wealth management platforms, advisor business-development systems, or in-house tools built by securities firms and fund distribution institutions.