Available from Equisoft
WealthElements is a cloud-based, financial needs analysis software designed to help advisors implement an efficient, systematic and scalable business model.
■ Streamlined process with the right
balance between comprehensive
analysis and ease of use.
■ Client data import through
integration with your back-office
system or CRM saves time.
■ Aggregation of a broad range of
investment product data eliminates
the need to access multiple
applications and saves money.
■ Tablet-friendly interface.
■ Customizable, client-friendly
proposals in PDF format.
■ Available in multiple languages.