Roger Kiger
Knoxville, TN (USA)
Role(s):
Other
Visionary Horizons Practice Builder
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Startup
Location:
Knoxville
Industry:
Technology/Web
Year Founded:
2011
Number Employees:
1-10 people
Business Stage:
Growth (not profitable)
Entity Type:
Limited Liability Company
Description:
Visionary Horizons Practice Builder utilizes 15 years of experience to combine audit preparation, contact management, electronic file storage, and asset allocation services on one website for financial advisors. It's much easier than using multiple competitors, and was designed by a wealth management firm. It's cost effective, addresses ongoing regulation requirements, and significantly increases productivity and efficiency for fiancial advisors.