MoneyWare Financial Planning

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Generates A Quality Financial Plan

MoneyWare Financial Planning facilitates efficient financial planning seamlessly integrating with large enterprise applications and infrastructure. The application facilitates strategic advice and product specific recommendations and can be customized to suit the client’s requirements.

Built on a modular software framework, MoneyWare Financial Planning enables the advisors to configure the application to facilitate strategic advice and offer specific product recommendations to suit the client’s requirements. MoneyWare Financial Planning integrates financial planning and asset allocation capabilities into a single system, sharing a common database and allows you to choose your planning approach through quick reports or multi-issue, comprehensive presentations .

Why choose MONEYWARE FINANCIAL PLANNING

• Highly customized, enterprise-class advisor workstation
• Multi-goal financial plans including Children’s education, investment planning, Insurance planning and Retirement planning according to Lifestyle and Annual Income
• Automatic generation of strategies to meet client goals
• Uses Simulation to analyse plan success based on the most detailed historical data available thereby increasing its chances of accuracy before implementation
• Scenario Builders to create alternative/worst case scenarios off the base plan to accommodate contingencies and alternative funding strategies
• Custom portfolio recommendations based on plan requirements and personalized risk analysis
• Tax planning administration through built in tax scenarios and assumptions

MONEYWARE FINANCIAL PLANNING VALUE PROPOSITION

• Increased efficiency by adding value to the planning process based on your experience, knowledge and relationship.
• Maximize productivity by offering diverse planning scenarios
• Increased Clients instantly experience the impact of adjusting variables such as market corrections
• Helps mitigate risk through sharing integrated data across applications
• Facilitates real-time, advisor-client collaboration