Advisor working through a plan with a client

MoneyWare Suite · Financial Advisory Module

The complete lifecycle for holistic retirement planning.

A unified portal for advisors — client relationships, configuration, and an end-to-end planning workflow from financial snapshot to estate planning.

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Module Pillars

One command center for the whole practice

Advisor & Client Management

A unified portal for advisors to manage client relationships, profiles, dashboards, and communication templates from a single command center.

Configuration & Master Data

Configure market regions, economic cycles, asset classes, income and expense heads, and profiling questions to tailor the platform to each advisory practice.

End-to-End Financial Planning

From financial snapshot to goal planning, cashflow projection, gap analysis, and estate planning — a complete lifecycle advisory workflow for every client.

Lifecycle stages

Profiling question groups

0-yr

Income vs. expense projection

Cashflow phases modeled

1 snapshot

The client's full financial picture

10-yr

Cashflow projections on demand

The Client Conversation

Walk in with data, not a pitch.

The best client meetings start from a complete picture. With every asset, liability, income stream, and goal already in the platform, the conversation shifts from gathering paperwork to making decisions — and the plan you present is grounded in their real numbers.

Every meeting prepared

Household, risk profile, and goals load with one click — no folder shuffling.

Scenarios in the room

Adjust goals and assumptions live, and show clients the impact instantly.

Reports clients keep

Client-ready plan documents generated straight from the data you reviewed together.

Explore The Module