SOFTWARE TO POWER THE WEALTHCARE PROCESS

An integral part of the Wealthcare process is a suite of diagnostic software that allows you to simulate a client's financial goals over his or her life and use those forecasts to calculate the likelihood that a financial strategy will be successful. In addition, Financeware provides you with secure document management capabilities.

ONLINE SOFTWARE

Financeware's premier wealth management software is available as an online subscription application. This software uses three separate methods of calculating the probability that a client will meet his or her goals including:

• An Historical Audit that evaluates client finances using historical market returns in the order in which they occurred.


• A WealthSimulator® that compares financial data to randomly ordered historical data.


• A Monte Carlo Simulator that uses statistical data about a client's assets to randomly generate thousands of lifetimes for comparative purposes.

In addition, Financeware's online platform works with FinanceFileManager, a web-based document management system that provides advisors a secure method to share documents with their clients.

DESKTOP APPLICATION

Register Today

Ready to sign up for a free trial account? Do you want to see if your clients will meet their goals? Register here.

Interactive presentation

This exciting three minute Flash video will give you an overview of how our process works. On a T1 connection the file should download in 1 to 2 minutes.

Wealthcare Conference

Wealthcare Capital offers training conferences periodically throughout the country in various metropolitan areas. For more information please contact your Wealthcare Specialist or email us at: support@wealthcarecapital.com.

Seminars, product enhancements, and other brand new information at the click of your mouse. Take a look.