| Quote of the Day |
On professional investment odds
In this business if you're good, you're right six times out of ten. You're never going to be right nine times out of ten. |
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Source: Peter Lynch |
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| Summary Features for User |
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| Allows you to set goals for planning |
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| Data covers all aspects for planning |
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| Allows for what-if analysis |
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| For financial terms, tips and quotes |
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| Flexible and can be seen at a glance |
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| Analyses from a holistic view. Gaps highlighted with prompters |
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| Featuring estate planning and business value protection, Unique to WealthBox. |
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| Analyses risk and points to imbalances |
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| Complete, graphical and professionally presented report |
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| Alerts, reminders and highlights, all in one convenient view |
| Summary Features for Associate
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All the above plus |
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| Allows you to track prospects and clients and add value to your services |
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| Alerts, reminders and highlights covering all clients and prospects, all in one convenient view |
Detailed Features & Advantages
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| Goal-setting |
Features
Set goals through a questionnaire
Track achievement through key performance indicators (KPIs) that provide warning lights
Advantages
Focus objectives for financial planning
Easy to monitor subsequent progress
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| Comprehensive data gathering |
Features
Personal and Family Profile
Assets
Liabilities
Inflow
Outflow
Insurance
Business Portfolios
Advantages
Structured presentation makes it easy to understand and interprete
Complete details captured with relevant postings and no repeated postings required
Caters for most personal and financial data needs
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| Scenario analysis |
Features
Individual record can be enabled/disabled or modified
Advantages
Allows multiple scenarios with clicks
Analysis of financial status can be varied for desired commitment
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| Useful references |
Features
SmartNotes
Glossary
Tips
Investment instruments table
Predefined variables
Market and economic indicators
References & guides
KPI dashboard
Advantages
Educational
Easy to understand with intuitive navigation
Less data gathering work with predefined market values references
Immediate financial heath checks
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| Asset allocation |
Features
Distinguishes those allocated and non-allocated
Advantages
Flexible allocation
Integrated for goal-based planning
Can see at a glance where allocations are for each goal
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| Modular wealth analysis |
Features
Profiles
Financial Analysis
- Financial Ratios
- Cash Flow
- Net Worth
Wealth Planning
- Retirement
- Children Education
- Emergency
- Medical
- Living Income
- Survivor Income
- Liability Cancellation
- Holiday
- Special Purpose
Estate Planning
Risk Planning
- Business Succession Planning
Advantages
Analysis helps to guide Client/Spouse/Joint financial strategies
Under-performance highlighted for corrective action
Prompters on steps to cover gaps such as under-insurance
Financial health seen not in isolated parts but as a whole
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| Estate planning |
Features
Estate distribution assessment in the absence of a Will
Triggers for identifying the need for a will
Triggers for identifying the need for a trust
Advantages
Data gathering meets two key benefits, i.e. for financial planning and estate inventory reference
Simple assessment to identify and understand the situations for Will writing and Trust creation
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| Business planning |
Features
Registration of business data for multiple portfolios
Use of valuation methods
Key Business Succession Plans
Advantages
Business valuation is taken care of as part of the integrated financial planning process
Business net worth and business succession plans are summarized for easy tracking
Business risks are highlighted for corrective action
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| Risk & investment profile analysis |
Features
Individual risk profiling through questionnaire
Advantages
Identifies risks that are not in line with the person's risk appetite
Guide for investment strategies
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| Reports |
Features
Complete Report for Client/Spouse/Joint
Advantages
Analytical
Graphical for easy interpretation
Complete, Professional & Compelling
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| User Console |
Features
Personal Reminders
KPI Performance & Financial Status Summary
Insurance Policy Expiry & Summary
Out of Date Data Updates
Advantages
Proactive alerts & time saving for records that need attention
Effective management with more time spent on those important records
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| Prospect/Client Management |
Features
Client/Prospect Profile Tracking
Appointment Tracking
Wealth Profile Management & Activation
Advantages
Client management made easy
Simplifies financial planning process for pool of prospects/clients
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| Associate Console |
Features
Client's Expiring Credits
Client Insurance Expiry
New Record Update of Clients
Advantages
Proactive alerts, time saving and identification of opportunities
Service efficiency
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