SOFTWARE TO POWER THE WEALTHCARE PROCESS

An integral part of the Wealthcare process is a suite of diagnostic software that allows you to simulate a client's financial goals over his or her life and use those forecasts to calculate the likelihood that a financial strategy will be successful. In addition, Financeware provides you with secure document management capabilities.

ONLINE SOFTWARE

Wealthcare Capital Management provide professional financial advisors and financial institutions wealth management software primarily through an online web-based subscription and service. This software uses three separate methods of calculating the probability that a client will meet his or her goals including:

• An Historical Audit that evaluates client finances using historical market returns in the order in which they occurred.


• A WealthSimulator® that compares financial data to randomly ordered historical data.


• A Monte Carlo Simulator that uses statistical data about a client's assets to randomly generate thousands of lifetimes for comparative purposes.

In addition, Wealthcare's online platform includes a web-based document management system that provides advisors a secure method to share documents with their clients.