WealthElements

Portfolio Design. Financial Planning. Insurance Needs

WealthElements is a fully integrated web-based solution designed to help advisors efficiently create wealth management plans and proposals for their clients and prospects.

•   The right balance between ease-of-use and comprehensive analysis
• Integration with Ticoon allows client data import to save you time and eliminate errors
• Tablet-friendly interface
• Visual, client-friendly plans and proposals in PDF format
• Easily demonstrate the value of your services in an environment of growing fee transparency.