Great software for advisers who want to create meaningful plans and who don't have time to learn complex planning software. Starting financial Planning in your practice or tired of complex planning software, try this.
Identify the most beneficial Social Security strategy for your clients with just one click/tap.
*$19.99/monthly upgrade to premium for unlimited clients
Efficiently produce both goals-based and cash-flow based financial plans and concise reports.
*Only $1 per client per month after 5 clients
Efficiently educate and acquire new clients and provide them financial assessment and score.
*$99/monthly upgrade for lead generation and alerts
Allow prospective clients to learn about Social Security as it relates to their specific situation and get leads.
*Bundled price $399/annual incl. Social Security Maximizer™
We offer multi-product discounts and special discounts to advisers who belong to certain B/D firms, custodians, and certain financial associations. Branding is available for additional fee. Our technology has been reviewed by FINRA and approved by compliance of several large B/D firms.
“I have incorporated GoWealthPro’s integrated planning and marketing technology in my practice to scale my wealth management business.”
“I have used GoWealthPro’s planning and marketing products over the past few years. Both my clients and I like their ease of use and power.”
“GoWealthPro’s Social Security Check Up tool helps me in effectively engaging clients moving into retirement. It’s integration with Social Security Maximizer saves time.”
“PFI (Personal Financial Index) is very effective for prospective client education and a great program for marketing.”