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.