The Wealth Management System concentrates on specific financial analysis that is modular and goal based. This dynamic tool will help you set financial goals and monitor progress towards those goals. The Wealth Management core are eleven standalone modules which can be utilized individually or comprehensively. Modular Needs Analysis provides ready made, customizable presentations you can use to analyze specific aspects of your financial well-being. 

11 modules:

  • Accumulation Analysis
  • Annuity Income
  • Asset Allocation
  • Asset Protection
  • Business Insurance
  • Disability
  • Education
  • Financial Statement
  • Life Insurance
  • Long Term Care
  • Retirement


  • A Personal Client Financial Home Page
  • Account Aggregation allows you to view all account information in one place
  • An online storage “Vault” that helps you keep track of valuable documents
  • Mobile access to the Client Site via a PDA, Treo and Blackberry device
  • Alliance Partnerships to allow for collaboration with other professionals including attorneys, accountants etc.
  • Graphic Reports