Wealth PlannerTM 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.