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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Elite Wealth

 

Elite Wealth is a software solutions company and provides a service to Financial Advisors. The web-based software enables an advisor to manage their practice and includes Client Management, consolidated Portfolio views, Business Process Management and integrated Financial Planning modules. Investment and Risk product data from various product providers are consolidated onto one platform, providing a consolidated view and state of the art client reporting as well as valuable Management Information.

We offer a 20% discount off our standard subscription price for Elite Wealth users. Please select Elite Wealth under Alliance when subscribing.

 

QuickStart Guide Supplement

This guide introduces you to FinaMetrica's risk tolerance questionnaire and report, and explains one methodology for integrating risk tolerance into your planning process.

 

 Standard QuickStart Guide

 QuickStart Guide Supplement for Elite Wealth Users