"I’ve never had a client who has gone through the process of developing a plan with VisionWorks and hasn’t been inspired and empowered by their vision of the future and what they are going to do to make it happen"
Aileen Miziolek, CFP
"I think the Vision Systems software suite (notably VisionWorks and CorpWorks) offers tremendous value. Based on my experience as a former NaviPlan and FP Solutions user, I think the Vision Systems suite is the best planning software in the marketplace. Period."
David J. Luke, CFP, CLU, CH.F.C., RFP
"We really add value when we work interactively with clients, try different things, and show different options. We really like the client experience effect."
Tim Coakwell, CA CFP
"What I like about the Vision Systems platform are the tools for learning the modules [interactive on-line training videos that are combined with one-on-one case-coaching webinars]."
Rona Birenbaum, BAS, CFP, CHFS
"I have used VisionWorks and CorpWorks for a number of years. It is the closest to creating a client’s reality and vision that I have found. I have used Naviplan Extended, CCH and other FundCo planning programs. They all assume too much and do not adequately reflect reality. And often the client discounts the plan because of it.”
Edward Turgeon, B. Comm., FMA, CFP, FCSI
“Our desire was to have a better piece of software to assist us in working with the small business market. And for the information to flow from OpCo to HoldCo to personal. [Vision Systems] is doing a very good job of that and it is very unique to the marketplace in that regard.”
Al Kimber, BComm., CFP