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


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.

Create proposals

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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Or just get a demo and assess the advantage!