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. |
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. |
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. |
Complete.
It covers all the financial indicators that facilitate scenario analysis and decision-making together with suggestions of possible actions. |
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. |
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. |
Effective Monitoring.
With one-time financial data registration and consolidation, WealthBox allows easy updates for lifetime financial health monitoring and management. |
Self Service.
This Internet based financial planning tool is available for self- access at clients' own convenience. |
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. |
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. |
Cost Effectiveness.
All these great features and it does not cost you an arm and a leg. |
