Avalon Advisors vs Holistic Planning+

Avalon Advisors, LLC offers Wealth Access' Intelligent Aggregation which links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform. This permissions-based technology makes it easy to share info with your client advisor. By working with your client advisor you can ensure that you're always tracking your financial information. Have real time conversations with your client advisor to manage your financial life. IT'S EASY TO GET STARTED Wealth Access is available by contacting your Avalon client advisor today. Wealth Access automatically organizes your balance sheet and organizes all of your expenses. KEY WEALTH ACCESS FEATURES: Wealth Access is designed for ultra-high net worth and high net worth clients and includes: - View entire portfolio in real time - Simplified reporting and access - Accessible from anywhere - Client service team to assist in aggregation set-up and onboarding - Multi-generational wealth views - Ability to store financial documents in a secure, digital vault - Shareable with Bankers, Accountants, Lawyers and Family Members Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies. To learn how Wealth Access protects your privacy, please visit http://www.wealthaccess.com/wp-content/uploads/2017/01/WA-Privacy-Policy.pdf

Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time. See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more. KEY FEATURES: - View portfolios in real time - Simplified reporting and access - Sync held-away accounts - Accessible from anywhere - Receive notifications from your advisor