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Integrated Financial Planning

Financial planning helps your clients organize and manage their money to achieve their goals.

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Client-Facing Technology

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AI-driven planning

AI-powered financial planning engine allows clients to update their plan when needed.

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Interactive dashboard

Easily manage and adjust financial details with tools, customizable reports, and real-time updates.

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Instant portfolio updates

Direct integration with investment function allows for instant portfolio updates.

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Strategic Guidance

Get personalized advice designed to help you grow and safeguard your wealth.

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Advisor-Facing Technology

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Oversight and Control

Advisors have full visibility and control over the process if needed.

Risk Assessment Solutions

Customizable risk assessment flows.

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Coming Soon

Effortlessly transition from meetings to financial plan execution with WavvestX Notetaker—streamlined client management in just a few clicks, now enhanced with upcoming tax return integration.

Discover more about our products

See How We Can Help

Contact Us Today!

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