Financeware (Wealthcare)

Financeware, through its Wealthcare platform, provides goals-based financial planning technology and practice management solutions for financial advisors and institutions.

Is this your company?

Email: sales@financeware.com

Phone: 1-804-644-4711

Web: https://www.financeware.com/

products

• Wealthcare GDX
  Cash flow modeling, goals-based planning, Monte Carlo simulations, Comfort Zone® analysis, what-if scenarios, tax-efficient withdrawal strategies, and investment analysis. The platform uses a patented process that helps balance client goals with market realities.
  
• Wealthcare Planning
  Offers estate planning tools including asset flow modeling, wealth transfer strategies, estate tax calculations, and trust planning capabilities. Integrates estate planning with retirement and investment planning in a goals-based approach.