Helping you help more clients

Wealthminder helps you tap into the 100 million customers you can't service today
Wealthminder helps you tap into the 100 million customers you can't service today

If you're like most financial advisors, your days are busy. Clients have questions, financial plans require updating, compliance matters need your attention, and a constant stream of information on financial markets, planning approaches and changing regulations all compete for your attention. You want to grow your client base, but how do you find the time to focus on marketing and making new connections with so many other demands on your time?

At Wealthminder, we are passionate about helping advisors and clients connect with each other and work together more efficiently. Our unique offerings provide you with solutions designed to make your marketing process as well as your client-service process more efficient.
Make it easier for clients to learn about and connect with you
Reduce the money and time you spend trying to reach your target client base
Enable you to serve more clients more efficiently
Improve transparency in the advisor-client relationship, so you are able to hold your clients more accountable for following through on your recommendations
  • MEET THE
    Weathminder Marketplace
    The Wealthminder marketplace makes it easier for advisors to reach clients who are actively seeking advice. It has two components, the advisor directory and the client introduction service.
    Advisor Directory
    The advisor directory contains a profile for every Investment Advisor Representative (IAR) in the country using information provided to the SEC public disclosure database. However, unlike some other sites, Wealthminder allows advisors to claim their pages and update / enhance their basic information at no cost. Advisors who claim their pages can make several enhancements to their profiles:
    Add a logo and profile photo
    Put a face to your profile and your firm by uploading your picture and firm's logo.
    Write a bio or introduction
    Take the opportunity to tell prospects why they should hire you and your firm.
    Update professional designations
    Make sure prospects know about the professional credentials you worked so hard to earn.
    Edit registrations, work history, and contact information
    Ensure clients know how to reach you and that they see a complete picture of your background.
    Client Introduction Service
    The Wealthminder introduction service helps clients to connect directly with advisors who can give them the guidance they need. This is how it works:
    A client fills out a brief request for proposal form
    Participating advisors receive the RFPs and respond to the clients who interest them
    Wealthminder consolidates the advisor proposals and sends them to the client for review
    The client selects the advisor who interests him/her and Wealthminder introduces client to advisor
  • 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.
MEET THE
Weathminder Marketplace
The Wealthminder marketplace makes it easier for advisors to reach clients who are actively seeking advice. It has two components, the advisor directory and the client introduction service.
Advisor Directory
The advisor directory contains a profile for every Investment Advisor Representative (IAR) in the country using information provided to the SEC public disclosure database. However, unlike some other sites, Wealthminder allows advisors to claim their pages and update / enhance their basic information at no cost. Advisors who claim their pages can make several enhancements to their profiles:
Add a logo and profile photo
Put a face to your profile and your firm by uploading your picture and firm's logo.
Write a bio or introduction
Take the opportunity to tell prospects why they should hire you and your firm.
Update professional designations
Make sure prospects know about the professional credentials you worked so hard to earn.
Edit registrations, work history, and contact information
Ensure clients know how to reach you and that they see a complete picture of your background.
Client Introduction Service
The Wealthminder introduction service helps clients to connect directly with advisors who can give them the guidance they need. This is how it works:
A client fills out a brief request for proposal form
Participating advisors receive the RFPs and respond to the clients who interest them
Wealthminder consolidates the advisor proposals and sends them to the client for review
The client selects the advisor who interests him/her and Wealthminder introduces client to advisor
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.
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Learn more about how Wealthminder can help you serve new customers and grow your business

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