The Virtual Advisors Financial Planning Network gives retail consumers access to financial advice through a secure, digital interaction platform.
Our advisors listen to your needs, develop a personalized plan based on your unique financial situation, and manage your portfolio using our time-tested investment management practices.
Projects seeking capital participate on the platform by going through a thorough due-diligence process and paying an advertising fee each time their offering's documents are viewed by a qualified prospective investor.
Receive free unbiased investment and retirement advice from Registered Investment Advisors. You also get access to stock, bond and alternative investments through the marketplace.
Get guidance from an independent insurance agent for a variety of products including auto, home, business, life and health policies. You can also sell unneeded annuities and life insurance policies by listing them on the marketplace.
Interact with certified public accountants familiar with investment and retirement strategies, including experience with Internal Revenue Code Section 1031 exchanges and 453 installment notes.
Get all your real estate questions answered by licensed and knowledgeable, independent real estate professionals. You also get access to an comprehensive inventory of 1031 eligible assets through the marketplace.
Beyond streamlined email and chat communications, the platform introduces the concept of Cognitive Advisory Service, which is based on ongoing, data-driven client-advisor interactions.
At the center of our advice service is a partnership with a licensed financial advisor. An advisor will work closely with you to develop a customized, goals-based financial plan according to your unique situation—and then manage your portfolio to help you reach your goals. Whether you're saving for retirement, a college education, a home, or you're about to retire or already retired, an advisor can help.
Licensed virtual advisors must meet platform-mandated and regulator mandated requirements for compliance education, code of ethics training, insurance and securities continuing education and training on the investment products they give advice on.
We protect all of your data at all layers of the Virtual Advisors platform. All connections are protected using TLS with a 256-bit symmetric encryption and 2048-bit authenticated key agreement. Passwords are masked with a separate salt and encrypted.
You'll have access to a new web experience developed exclusively for VirtualAdvisor clients. You can call, email or video chat with an advisor at your convenience with our easy-to-use videoconferencing service.
Beyond stocks and bonds, you will have acces to alternative investments such as hedge funds, private equity, non-traded real estate investment trusts (REITs), EB-5 and crowdfunding deals while enjoying the ease and convenience of an online brokerage account.