WealthPRIME has introduced a new retirement plan-focused software solution to help financial professionals attract high-net-worth individuals and small business owners. It also helps them track leads and convert those leads with a highly customized, data-backed proposal system.
The software is powered by a proprietary calculator that blends three elements into one financial planning solutions: tax mitigation, wealth enablement and retirement planning.
“The cornerstones of this retirement solution are the calculator and the cash balance plan,” says Dan Harding, founder of WealthPRIME. “The calculator blends both tax and pension codes, including the newest 199A deduction, into an easy-to-use and understandable wealth report that advisers can cost effectively distribute with the click of a mouse while growing retirement assets under management with greater ease.”
The wealth report is customized for each lead’s unique scenario and demographic profile. It estimates the amount of annual taxes a plan sponsor can save and the retirement balance they can accumulate over the course of five, 10 and 15 years.
The software is being offered to financial professionals in three different membership tiers ranging from $49 to $349 a month.