The new suite leverages the strengths of EquiSoft’s flagship Asset Allocation Analyst, a software tool used by financial advisors.
The new WealthElements suite includes Asset Allocation Analysis, Investment Policy Statements, Net Worth, Cash Flow, Retirement Needs, Education Savings Needs and Insurance Needs modules.
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WealthElements includes mutual fund, segregated fund, stock, Separately Managed Account (SMA) and Exchange-Traded-Fund (ETF) data from several data vendors to ensure timely and thorough analysis of current and proposed investment portfolios.
Also, WealthElements can be integrated to an advisory firm’s back office system and/or insurance illustration system, minimizing the amount of data entry required to generate client and prospect proposals.
EquiSoft vice-president of financial products Jonathan Georges said the objective in developing WealthElements is to offer advisory firms and their financial advisors a streamlined process that couples comprehensive analysis with speed and efficiency.
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