- Streamlined process that couples comprehensive analysis with speed and efficiency.
- Client data import through back-office integration minimizes the time required to generate reports.
- Customizable interface and reports at the corporate and/or user level.
- Integrated financial planning and life insurance tools.
Over the years the Asset Allocation Analyst has evolved from a tool that helps advisors build appropriate and efficient portfolios into a comprehensive solution that helps advisors manage every element of their clients' wealth. As such, the Asset Allocation Analyst has been rebranded as WealthElements.
For more information about our new web-based suite, please visit www.wealthelements.com
For Canadian financial advisors
WealthElements currently includes the following modules: Asset Allocation Analyst, Net Worth, Cash Flow, Retirement Needs, Education Needs and Life Insurance Needs.