Currently used by thousands of individual financial advisors, Wealthcare Capital Management's wealth management software and client collaboration tools are also available to firms at the enterprise level.
Wealthcare Capital Management offers a variety of customization and pricing alternatives for its web-based applications. Bulk pricing and discount options are available for firms that require multiple licenses.
For those firms that wish to leverage the Wealthcare System by using the "look and feel" of their own website, we offer co-branding and private label options. In addition, Wealthcare Capital Management can build pass-through login routines and customized data import and export capabilities to further integrate the Wealthcare System with your existing technology.
More Information
To receive more information regarding institutional use of Wealthcare's probability analysis, please contact Bob Wilson at: bwilson@wealthcarecapital.com, or by telephone at: (804) 521-3420, or outside the U.S. at +1 804.644.4711.