SOFTWARE APPLICATION AND PRICING

All of Financeware's online application sales include a license for full access to our web-based wealth management platform during the term of the agreement, including our three industry recognized calculation methods: an Historical Audit that compares financial strategies to past market data, a WealthSimulator® that randomly orders historical information, and a Monte Carlo Simulator that uses random returns to calculate a client's likelihood of achieving valued goals.

All purchases include telephone support provided by our staff of technically-skilled, investment-savvy Wealthcare specialists and free access to extensive online educational resources. In some cases, where advisors have acted in accordance with the requirements of the Wealthcare process, we may be deemed to be providing investment advice in a fiduciary capacity to you. Advisors who purchase Financeware's wealth management platform may have access to additional services. Contact your Wealthcare specialist with any questions.

To receive more information regarding Financeware's software application and pricing, contact our sales department at: sales@financeware.com, or by telephone toll-free at: (877) 566-4786.

You may also register for a free trial by clicking here.

Financeware offers one primary technology package, the pricing for which is discussed below.

Includes:

• our diagnostic tools
• our Comfort Zone Analysis for tracking progress towards goals
• our Plan Comparison reporting feature
• customizable report preferences, including page ordering and page set-up
• customizable default asset allocations for use with all clients
• Finance File Manager Desktop, our comprehensive file management tool

Additional Services may be available for an additional charge:

Includes:

• all the functions in the standard application listed above
• a co-branded version of www.financeware.com with custom features including your logo and color scheme (Call your Wealthcare Specialist for details); or
• a complete customized website for your practice
• Please note: there is a one-time $750 co-branded set-up fee for this option and a $500 fee for updates

Standard pricing for the technology user is based on the number of active clients on the system. The introductory rate is $90.00 per client per year, which charge is billed and paid on an annual basis. Clients who are no longer active may be archived and during the period of inactivity will not be included in the list of clients subject to the per client rate.

How the Pricing Works

Advisor billing occurs on a monthly cycle and will bill for clients on an annual basis. For example, following the creation of a new client on the system, the next monthly billing cycle will include the annual fee attributable to the new client, currently set at an introductory rate of $90.00 per client per year. The advisor will have unlimited access to perform analysis and updates for this client throughout the following year. On the client's anniversary date, the advisor will be billed in the standard monthly billing cycle.

The first client on the system is free for an advisor. The per-client fee will apply to all additional clients created. There is no partial fee or proration applied and all clients are billed for at the same annual rate. Since billing focuses on the client creation date and anniversary and clients are created at different times, the total amount due will vary from month to month.

Archived or Deleted Clients

Where an advisor deletes or archives a client at any time prior to the client's anniversary date, that client will not be included in the billing for that subsequent year. Re-activation of an archived client at any time following the original anniversary date will trigger a new anniversary date and billing of the annual client fee, commencing with the first monthly billing cycle following the reactivation. Deletion of a client within the same month as its creation, preceding the next monthly billing cycle, will not avoid the imposition of the initial annual client fee.

Shared Clients

Where a client is shared, the creator of the client will be the owner billed for the client on an annual basis. The advisor receiving the share will not be billed. If the owner of the client archives or deletes the client, the advisor receiving the share will no longer have access to the client, although the client will appear in the sharing advisor's client archive if not deleted.

Register Today

Ready to sign up for a free trial account? Do you want to see if your clients will meet their goals? Register here.

Interactive presentation

This exciting three minute Flash video will give you an overview of how our process works. On a T1 connection the file should download in 1 to 2 minutes.

Wealthcare Conference

Wealthcare Capital offers training conferences periodically throughout the country in various metropolitan areas. For more information please contact your Wealthcare Specialist or email us at: support@wealthcarecapital.com.

Seminars, product enhancements, and other brand new information at the click of your mouse. Take a look.