WealthEye is a new generation financial advice delivery solution that securely connects financial advisers and their clients.
For advisers, WealthEye offers the ability to quickly build presentations for their clients in an intelligent and intuitive way, pulling data from multiple sources into the presentation, removing the need to manually edit documents.
For clients, WealthEye offers a seamless journey through an advice meeting. It’s visual nature and presentation flow gives clients more clarity and understanding on their financial and insurance position and the progress towards their goals.
WealthEye offers remote client meetings with the following:
Secure login and data.
Real time data and offering a clear picture of current wealth.
Interactive progress chart showing since inception and specific time frames.
Steps forward.
Digital signatures.