Helping you help more clients

Wealthminder Virtual Assistant
Continuous improvement is about removing the things that get in the way of your work.
- Bruce Hamilton
Wealthminder's planning solution helps you to work with your clients more efficiently. Through our easy-to-use, custom-branded interface, you can make your planning process more interactive. Clients have the ability to input their own data, review your recommendations, and notify you when they have taken action all online.
Wealthminder make three of the most-challenging aspects of the client-management process easier for advisors.
Data Collection
TRADITIONAL WAY
Advisors hold lengthy meetings with clients to gather information about their goals, preferences, and current holdings.
WEALTHMINDER WAY
Clients input information online in advance, giving you time to review it before a meeting.
401k-plan Advice
TRADITIONAL WAY
Advisors request statements from clients before each meeting, manually making recommendations based on plan options and the advisor's allocation model.
WEALTHMINDER WAY
Clients connect their 401k plans via Wealthminder's account aggregation engine. Wealthminder makes recommendations automatically using your custom allocation model and the plan's investment choices.
Client Follow Up
TRADITIONAL WAY
Advisors or assistants call clients after meetings to ensure they are following up on advice.
WEALTHMINDER WAY
Clients check off completed items in Wealthminder, giving you the ability to view each client's progress at a glance.
Features of the Wealthminder solution
Goal-based Planning
A simple interface with powerful capabilities. Wealthminder's planning engine combines a client's goals, time horizon, and risk tolerance with your market expectations and investment models to determine how likely they are to achieve their objectives. When it looks like a client will fall short, you can adjust the plan or choose from our suggested revisions.
Account Aggregation
Powered by industry leader Yodlee, Wealthminder enables you to easily see all your clients' assets in a single location. Our engine classifies each security automatically, giving you a complete picture of a client's asset allocation.
Custom Investment Recommendations
The Wealthminder engine gives you the flexibility to specify your own capital market assumptions, asset allocation models, glide paths and recommended securities. Using this information, Wealthminder creates tax efficient portfolios that align with a client's objectives. In cases where an account has restricted investment choices (e.g., 401k plans), Wealthminder can adapt the recommendations to use the investments available in your client's plan.
Events and Alerts
With traditional wealth management software, you have to log in to every client's account to determine if there are opportunities or problems you need to address. With Wealthminder's event and alerting system, you simply tell us what "events" you care about and we'll proactively notify you when there's a situation requiring your attention. Further, using Wealthminder action plan status, you can determine which clients have completed your recommendations and which need additional assistance.
Wealthminder Virtual Assistant
Continuous improvement is about removing the things that get in the way of your work.
-Bruce Hamilton
Wealthminder's planning solution helps you to work with your clients more efficiently. Through our easy-to-use, custom-branded interface, you can make your planning process more interactive. Clients have the ability to input their own data, review your recommendations, and notify you when they have taken action all online.
Wealthminder make three of the most-challenging aspects of the client-management process easier for advisors.
Data Collection
TRADITIONAL WAY
Advisors hold lengthy meetings with clients to gather information about their goals, preferences, and current holdings.
401k-plan Advice
TRADITIONAL WAY
Advisors request statements from clients before each meeting, manually making recommendations based on plan options and the advisor's allocation model.
Client Follow Up
TRADITIONAL WAY
Advisors or assistants call clients after meetings to ensure they are following up on advice.
WEALTHMINDER WAY
Clients input information online in advance, giving you time to review it before a meeting.
WEALTHMINDER WAY
Clients connect their 401k plans via Wealthminder's account aggregation engine. Wealthminder makes recommendations automatically using your custom allocation model and the plan's investment choices.
WEALTHMINDER WAY
Clients check off completed items in Wealthminder, giving you the ability to view each client's progress at a glance.
Features of the Wealthminder solution
Goal-based Planning
A simple interface with powerful capabilities. Wealthminder's planning engine combines a client's goals, time horizon, and risk tolerance with your market expectations and investment models to determine how likely they are to achieve their objectives. When it looks like a client will fall short, you can adjust the plan or choose from our suggested revisions.
Account Aggregation
Powered by industry leader Yodlee, Wealthminder enables you to easily see all your clients' assets in a single location. Our engine classifies each security automatically, giving you a complete picture of a client's asset allocation.
Custom Investment Recommendations
The Wealthminder engine gives you the flexibility to specify your own capital market assumptions, asset allocation models, glide paths and recommended securities. Using this information, Wealthminder creates tax efficient portfolios that align with a client's objectives. In cases where an account has restricted investment choices (e.g., 401k plans), Wealthminder can adapt the recommendations to use the investments available in your client's plan.
Events and Alerts
With traditional wealth management software, you have to log in to every client's account to determine if there are opportunities or problems you need to address. With Wealthminder's event and alerting system, you simply tell us what "events" you care about and we'll proactively notify you when there's a situation requiring your attention. Further, using Wealthminder action plan status, you can determine which clients have completed your recommendations and which need additional assistance.