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WealthBox is an integrated online financial planning tool that assists those who wish to plan, implement, manage and monitor financial health and goals systematically.
WealthBox complements financial planners´ existing services. WealthBox gives comprehensive financial analysis, indicators and reports that support their recommendations to clients. In addition, WealthBox identifies opportunities and alternatives that may not have been thought of previously. This promotes greater interaction with clients, and therefore enhances the value of services to clients.
WealthBox is a result of well defined financial research and methodology conducted by a group of reputable financial advisors and IT specialists with strong backing from established financial institutions. WealthBox´s introduction is expected to address the strong need for a practical user friendly and inexpensive tool in the market for financial planning.
| Life is full of challenges, particularly when it comes to planning for life enrichment. Everyone wants a financially secure future but not many achieve because of the following: |
| Uncertainty about financial health and directions |
| Financially sound but disorganized portfolios |
| Mismatched portfolio and risk profile |
| Mismatched income and expenditures |
| Mismatched asset and liability positions |
| Unhealthy financial balance sheets |
| Unsatisfactory return on investments |
| Uncertainty about future financial needs such as retirement, child education, medical expenses and for emergencies |
| Lack of financial performance tracking |
Lack of knowledge and information on financial planning
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| Costly, tedious and not user-friendly financial health checks |
| Now we have a solution to all the above in the form of WealthBox. |
| WealthBox is best for the following reasons: |
Comprehensive.
WealthBox is a holistic financial planning tool which covers comprehensive aspects of financial, wealth and life planning. It covers from purpose to process to strategies and techniques, from risk planning to tax planning, from goal setting to investment to business continuity and from risk profiling to diversification to estate distribution.
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Easy-To-Use.
WealthBox was designed for everyone, it is easy to use and understand. Users need not be baffled by financial terminology or theoretical discourses because relevant references are defined and user-friendly.
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Useful.
Throughout can be found hundreds of tips, quotes, explanatory notes, pointers or examples that make for better understanding and practical application of financial planning.
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Complete.
It covers all the financial indicators that facilitate scenario analysis and decision-making together with suggestions of possible actions.
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Unique.
It is the only financial planning software with business valuation and estate planning tools. And its traffic light key performance indicators on a convenient see-all dashboard are unique.
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Risk Alert Function.
It is able to analyse and provide reminders of prevailing risks (such as under-insurance) or gaps along with suggestions on what the User may consider to overcome such risks or fill such gaps.
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Effective Monitoring.
With one-time financial data registration and consolidation, WealthBox allows easy updates for lifetime financial health monitoring and management.
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Self Service.
This Internet based financial planning tool is available for self- access at clients’ own convenience.
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Multiple Profiling.
Multiple profiling is available to keep track of the financial status and health checks of the client and spouse and single, joint and multiple reports can be produced.
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Value-added Services.
RWP has a wide network of qualified specialists and professionals who are on call and able to provide support to clients in financial planning.
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Cost Effectiveness.
All these great features and it does not cost you an arm and a leg. |
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