GrowthWheel AVI is now SIVA Compatible!

A BETA version is coming soon! You don’t want to miss a thing.

 
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We know how valuable is having real-time data, not only for a faster response time to centers, but also to make better the decision making process.

This is why we keep innovating to help advisors and SIVA partners work together more efficiently.

With GrowthWheel AVI you can manage your client’s data like never before. Use it to pull out analytics and reports for everyone involved in the business advisory process; Advisors, clients and managers.

The next generation software to make SIVA reporting easier and better for everyone!

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We considered different options for an easier and faster way to report to AVI.

You can choose to download your CSV file report to transfer to AVI or you will have also real-time client’s 
data automatically transferred to AVI through the cloud (pending API) once all the required information is completed.

Both options will be available with GrowthWheel AVI.

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We use technology to constantly innovate our products. As the industry has led us to faster and easier solutions we are now implementing smart use of technology to integrate different softwares to the benefit of both advisors and SIVA.

You can also keep track in real time of all the validations and errors for each data to generate error-free reports! And of course, save time in your workflow.

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We have designed GrowthWheel AVI to give you the best experience of reporting, every day!

With a user-friendly look and feel on our features you — and your clients — will find it seamless and intuitive to collaborate together in the platform.

We aim for a greater convenience in your workflow by making the work, specifically reporting, fast and easy.


In this short video, we give you an overview of the new — GrowthWheel AVI — MIS system:


Key features of the future of GrowthWheel AVI reporting:

 
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Client Tracking

Register your client’s data and get instant notifications when required information is missing.

You can invite and have client’s collaborate online to fill out their profile. And share analytics with other colleagues, the client, and managers.


See the video below to learn more about how to manage your client information in GrowthWheel Online.


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Data in the Cloud

While working with the clients to complete their profiles, all the data is automatically transferred to AVI through the cloud during the year. (Pending API)

This way SIVA can work with advisors with real-time data to compile year-to-date reports.


AVI Reporting

You can also pull out a report manually! Download an AVI integration report from GrowthWheel Online.

Select your reporting year and this will download an Excel file with all the information of your clients which you can later upload to AVI.


See the video below to learn more about GrowthWheel AVI reporting features.