| 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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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.
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