at Financial Technnology Year
Please contact them if you have any questions.
Financeware (Wealthcare)
Financeware, through its Wealthcare platform, provides goals-based financial planning technology and practice management solutions for financial advisors and institutions.
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..
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Wealthcare Planning
Category: Estate Planning Tools
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..
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