Power Your Practice with Financeware

The Original Goals-Based Wealth Management Platform

Our patented Financeware technology helps advisors make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities.

Comfort Zone® “Where’s My Dot?” monitoring manages future confidence to achieve life goals while avoiding excessive risk and lifestyle sacrifice. This approach transforms advisor-client conversations to focus more on life goals than market performance.

A History of Innovation

When we originally invented Financeware in 1999, this goals-based planning revolution was the first Monte Carlo Simulation engine for financial professionals all captured in a unique patented 6-step Comfort Zone® planning process.

1. Ideal & Acceptable Life Goals - more focus on what clients care most about: their lives.
2. Goal Trade-Offs & Priorities - deeper understanding for better life planning guidance.
3. Lifetime Simulations & Scenarios - unique forward-looking analytics with what-if testing.
4. Comfort Zone Recommendation - easy to understand plan directly tied to client life goals.
5. Investment Strategy - seamless 2-way link between financial planning and investing.
6. Monitoring & Advice - quarterly guidance that connects investments with clients’ life goals.

Key Advisor Users

• Advisors: e.g. over 30,000 wealth advisors, 1+ million plans and $1+ billion in assets

Key Benefits for Enterprises, Advisors and their Clients

• Acquire & Retain More Clients - more focus on what clients care most about: their life
• Deepen Client Relationships - life goal conversations that shift selling to guidance
• Increase Share of Wallet - uncover hidden assets and consolidate held-away assets
• Cross-Sell Products & Services - investments, insurance, tax, estate, health, family