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Research shows that high-net-worth clients receiving financial planning from their
primary wealth management advisor are nearly twice as likely to invest new assets
with the firm as those who receive no planning. Financial advisors, today, handle
an increasing number of clients with varying needs and have realized the criticality
of ensuring the most efficient services to retain clients and increase revenue.
So, whether you are creating proposals, reallocating client assets or investments,
performing modeling, creating what-if scenarios or analyzing breakdowns of current
financial states, the financial planning tools in our flagship product MoneyWare
Integra&trade Futura facilitates efficient financial planning while seamlessly integrating
with large enterprise applications and infrastructure.
To know more about how MoneyWare Integra™ Futura helps you with Financial
Planning, please click here