Why Wealthmate
Many investment advisors are seeking more effective ways to add value for their clients. All investors wish for more useful and trouble-free efforts directed at their individual needs, with a minimum of conflicts of interest, unrealistic expectations and square pegs attempted to fit into round holes. But how to provide it?
What is Wealthmate?
WealthMate is both an organization to assist advisors and investors and a set of desktop and Internet program assistants. We capture the best financial planning and investment thinking available, and crystallize it in the form of programs and services.
Our first product, under development with a major provider of investment management software, is aimed at efficiently capturing all relevant client data, maintaining a history, triggering attention as financial circumstances change, offering broad investment allocation guidance customized to the investor needs, and supporting adviser compliance needs.
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