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Solution introduction
The most sophisticated long-term personal wealth planning system available to financial services firms
Here's the problem with most financial plans:
- They're not plans at all.
- They are recommendations for a current investment allocation.
Wealthbalancer from Northfield Information Services uniquely provides a year-by-year projection of how the investment allocation should evolve over time to reflect anticipated changes in life circumstances, such as college education, long-term care for a parent, career changes - the list of possibilites goes on and on.
Wealthbalancer's unique forward path for allocation gives advisors an edge in attracting and keeping clients, while also differentiatiating themselves from competitors with more robust and suitable asset allocation advice.
