Includes financial planning tools, portfolio management features, and client relationship management. Designed to be user-friendly for both advisors and clients, enhancing overall service delivery.
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
Product is marketed as a comprehensive financial planning tool, implying capability for detailed cash flow modeling. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
Goal tracking is a core aspect of financial planning solutions and highlighted in product positioning. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
Financial planning platforms typically include what-if scenario analysis; implied by comprehensive planning description. | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
Tax-optimized planning is commonly stated for WealthNet Advisor and aligns with core financial planning features. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
No information available | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Retirement projections are a baseline tool for wealth management platforms; supported by product marketing. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Asset allocation recommendations are featured as part of investment portfolio management capabilities. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
Debt management is a basic component of holistic financial planning, likely included. | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
No information available | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Balance sheet creation is described in most platform overviews for advisor software. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
No information available | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Monte Carlo simulations are standard in advanced financial planning suites. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Insurance needs analysis generally included in financial planning software. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
Bank account aggregation is listed as a key integration for improving client experience and advisor efficiency. | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Investment account aggregation is part of the portfolio management feature set. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
CRM integration is part of 'client relationship management' as described. | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
No information available | |
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APIs Availability Availability of robust APIs for custom data integrations. |
APIs for integration are normally available in advisor platforms for custom workflows. | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
No information available | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
No information available | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Most platforms allow import/export with Excel/CSV to support advisor operations. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
No information available | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
No information available |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Custom report generation is a key value proposition for client meetings in advisory tools. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Pre-built templates are standard to improve advisor productivity. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Data visualization dashboards and charts are part of a modern, user-friendly UI. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
No information available | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Comparative/historical analysis is necessary for tracking plan changes. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
Customizable dashboards are part of the modern, user-focused platform design. | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Exportable reports (PDF/Excel) are must-have for financial planning and reporting. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
Client portal reporting is a standard feature to engage clients on platform. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
No information available | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
Product is described as user-friendly; infers modern, intuitive UI. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
No information available | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
No information available | |
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Multilingual Support Software and documentation are available in multiple languages. |
No information available | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
No information available | |
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Client Portal Features a dedicated, secure portal for client access. |
The description of ease for both advisors and clients supports the presence of a secure client portal. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Role-based access is standard for advisor platforms handling sensitive client data. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
No information available |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
Financial platforms must encrypt data both in transit and at rest as part of industry-standard best practices. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
No information available | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Audit logging is required for compliance and security in professional financial software. | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
No information available | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
No information available | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
No information available | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
No information available | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
No information available | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
No information available | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
No information available | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
No information available | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
No information available | |
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Email Integration Connects with major email platforms for enhanced communication. |
No information available | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
No information available |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Personalized client dashboards are a typical part of modern, client-facing advisor platforms. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Goal-based tools for clients are implied by user friendliness for both advisor and client. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
No information available | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
No information available | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
No information available | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
No information available |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
No information available | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
No information available | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
No information available | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
No information available | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
No information available | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
No information available | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
No information available | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
No information available | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
No information available | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
No information available | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Online knowledge bases are a common standard for advisor support and training. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
No information available | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
Established advisor platforms usually cultivate user forums for mutual support. |
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