MyWealthSeries
MyWealthSeries is a Software as a Service (SaaS) product that allows clients to view and complete “what if” scenarios on their own futures, using four financial planning concepts: Education, Retirement, Survivorship and Asset Allocation. MyWealthSeries helps advisors keep clients engaged and informed on the management of their wealth. Because it is a value-added service available within an advisor’s or institution’s Web pages, clients and prospects may spend more time on the firm’s site, learning more about product offerings and the organization.
Features
- Comes to you as a SaaS subscription
- Offers client access to financial planning tools within a firm’s Web site
- Employs a highly interactive user interface with easy-to-use input fields
- Allows clients to run quick assessments against their needs on their own
- Leverages WealthStation’s financial planning concepts and calculators
- Does not require an implementation of WealthStation
Benefits
- Serves as a value-added service that can help keep advisors competitive
- Provides a vehicle to help build and deepen client relationships
- Assists with client communication and collaboration
- Helps clients learn how their decisions can impact the funding of their goals
- Offers clients a way to stay engaged and informed on their wealth