Wealthmate

Products

We supply a major provider of investment management software with a comprehensive asset allocation platform. It captures all relevant client data, maintains a history, triggers attention as financial circumstances change, and provides broad investment allocation guidance customized to the needs of both investor and advisor. We have two products for individual investors under development. The first product is intended to help new investors, who may not have enough put aside to justify the expense of personal attention from an investment advisor, build up their investment fund and put it to work at a risk level appropriate to their situation. The second product offers a second opinion as to how well an investor's current investment allocation fits their situation, and offers guidance for reallocation as necessary. It can be used by both self-directed investors and investors who seek some confirmation of what an existing broker or registered investment advisor is recommending.