Wealth Management Tools
The best solution provider for...
Wealth Management Tools

For financial advisors

Growing your business has never been easier!

  • Investments
  • Insurance
  • Financial Planning

Comprehensive.
Integrated.
Easy to use.

WealthElements is a comprehensive, customizable and fully integrated suite of tools designed to help financial advisors manage every element of the client's wealth.

Visual, investor-friendly proposals that are easy to understand.

 

Easily demonstrate the value of your services in an environment of growing fee transparency

 
  • Assessment of client’s current financial situation.
  • Determining client goals and constraints.
  • Portfolio asset allocation and holdings selection.
  • Retirement planning.
  • Education planning.
  • Insurance needs analysis.
  • Systematic portfolio review.

Integration with front- or back-office systems* allows client data imports – saving you time and eliminating errors

* Available for enterprise agreements only.

wealthelements-puzzle-piece

Tablet-friendly interface

What financial advisors think of WealthElements

"By implementing WealthElements, advisors will benefit from an integrated wealth management proposal solution that is fast and easy to use, allowing them to streamline their process."
"The Asset Allocation Analyst module of WealthElements is an essential tool for asset management. This software is key in the development and management of existing and new portfolios. After 15 years of using the software, I recommend it wholeheartedly."
"Our group supports this software... We are now ahead in terms of what we can deliver to the client... I can now dedicate more time to business development activities... now we can do a deeper analysis than ever before."

See WealthElements in action by viewing the
3-minute demonstration

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now!

If you are a financial advisor in the United States or Canada, you can start using WealthElements now! For licenses in other countries, please contact us.

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Experience the power of WealthElements immediately!

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Get a quick interactive demo with a WealthElements specialist.

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Get answers about WealthElements before you buy. Speak with a knowledgeable specialist.

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WealthElements Inquiry

Call 1-866-790-3141 (Canada) or 1-855-366-3141 (U.S.) to speak to a Product Specialist.
Alternatively, you can request a follow-up call or register for an interactive demo using the form below.

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Personal Retirement Optimizer Inquiry

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PortfolioElements Inquiry

Call 1-866-790-3141 (Canada) or 1-855-366-3141 (U.S.) to speak to a Product Specialist.
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