Wealth Planner^TM now allows financial advisors to upload or enter a client’s account balances and position for improved and efficient financial planning.

Financial advisors create financial plans depending upon a client’s financial needs and the complexity of finances. For clients who are looking for a plan to cover a specific financial goal such as retirement income, or for clients whose needs aren’t very complex, advisors can use portfolio level information to efficiently develop goals based plans. However, for clients that require advanced cash flow based financial plans, advisors need to be able to incorporate different types of investment accounts and underlying positions. GoWealthPro has developed an open API (Application Programming Interface) that allows financial advisors to either upload, or import, or simply enter account positions and cost basis information for different investment accounts. Click here to download the full release.

In this article from April 2013 edition of Wealth Management magazine, journalist Lauren Barack talks about the importance of engaging clients in the financial planning process; give them something to play with. Perhaps she didn’t clearly differentiate that the Personal Financial Index® from GoWealthPro is for client education whereas the Wealth Planner^TM is for financial advisors to develop advanced cash-flow based financial plans for their clients. Here’s a link to this article.
http://wealthmanagement.com/technology/drive-through-advice