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Description
Consolidate your client accounts through tailored integrations to generate insightful reports that showcase your value to clients. Highlight the potential impact of your suggestions on a prospect's financial growth by providing hypothetical sales scenarios that incorporate elements like investments, withdrawals, reinvestment of dividends, taxes, and more. Align your clients' aspirations with comprehensive firmwide strategies that are directed towards achieving their financial goals using investment models, lists, and methodologies. Additionally, utilize Monte Carlo simulations to demonstrate the potential success of various strategies. With Morningstar Goal Bridge, you can engage in goals-oriented discussions with clients and seamlessly link those ambitions to a clear and effective investment strategy, all within an intuitive and robust workflow. This approach not only enhances client engagement but also reinforces their confidence in your expertise.
Description
Eliminate uncertainty in your retirement planning with WealthTrace, which provides precise financial forecasts and enables you to oversee your investment assets, their performance, transactions, and associated fees. Don't let fate dictate your retirement; with WealthTrace, you can take charge of your financial future and assess whether you have sufficient resources for a comfortable retirement, as well as explore ways to improve your financial standing. By linking your various investment accounts, you can easily monitor your balances and holdings in one place. Your accounts will refresh daily, giving you up-to-date insights into performance, transactions, fees, and investment totals. Rest assured, your information is safeguarded with cutting-edge security protocols. As you adjust your assumptions, you'll see financial projections reflecting those changes in real-time. You can receive immediate insights on how altering savings rates, retirement timelines, expense levels, withdrawal strategies, and other factors impact your plans. Additionally, you can conveniently determine the most efficient withdrawal rate and ascertain the total amount you need to save for retirement to ensure your peace of mind in the future. This comprehensive approach allows for a more informed and proactive retirement strategy.
API Access
Has API
API Access
Has API
Integrations
MoneyGuide
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney
Integrations
MoneyGuide
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$229 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Morningstar
Country
United States
Website
www.morningstar.com/products/advisor-workstation
Vendor Details
Company Name
WealthTrace
Country
United States
Website
www.mywealthtrace.com
