Financial Planning Solution
The able partner that gives any financial advisor a competitive edge
Every financial advisory engagement is anchored in understanding your client’s objectives, risk-taking ability and making recommendations that drive wealth creation. Given the complexity of the data available today, every financial advisor and wealth manager should nuance their strategic financial advisory with a sound financial planning platform and MoneyWare helps you do just that.
MoneyWare gives financial advisors a modular framework that integrates financial planning and asset allocation capabilities into one unified system.
MoneyWare Financial Planning – an essential pre-advisory feature-rich tool for anyone serious about financial and wealth management
Create multi-goal financial plans based on lifestyle and annual income
Automatically generate relevant strategies based on client’s goals
Use simulation analyses to create plans based on detailed historical data increasing
its chances of accuracy before implementation
Use scenario builders to create scenario-based contingencies and alternative funding strategies
Customize portfolio recommendations based on plan requirements and personalized risk analysis
ENHANCE CUSTOMER EXPERIENCE WITH MONEYWARE’S REPORTING SERVICES.
5 unbeatable reasons to have MoneyWare Financial Planning by your side
Increases efficiency during the planning process
Maximizes productivity by offering diverse planning scenarios
Clients experience the impact of adjusting variables immediately
Helps mitigate risk due to integrated data across applications
Facilitates real-time, advisor-client collaboration
MoneyWare Financial Planning Solution
MoneyWare’s Financial Planning solution helps financial wealth management advisory businesses to increase their client-base, grow revenues and retain clients with efficient financial planning while seamlessly integrating with large enterprise applications and infrastructure.
Build what-if scenarios
Reallocate client investments and assets
Analyze breakdown of current financial state
Miles Software Leader in IBS Intelligence Sales League Table 2018
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