Innovative Solutions
For Wealth Managers

Driving substantial growth in AUM, empowering advisors to deliver superior investment strategies and seamless client experience.

FA4Me Platform

Our intuitive platform is designed to help wealth managers maximize clients' and firms' AUM. Through our technology, we provide a comprehensive suite of tools to help identify more assets and increase the firm's assets under management.

Advisors and clients' portal

Easy to gather client's financial data

Tools for automated simple and comprehensive plans

Monitor clients total net worth

Automated Financial Lifeplan

Integrating all client's diverse wealth resources-investments, real estate, retirement, cash and bonds, insurance, and income, our technology combined with science generates actionable recommendations helping advisors to deliver superior financial and investment strategies.

Lifetime Wealth Calculator

The Lifetime Wealth Calculator is a powerful financial software that helps individuals plan for their future. It provides a detailed analysis of a user's current financial situation and offers customized advice on how to maximize their wealth over their lifetime. The calculator is user friendly and can be used by individuals of any age or financial background. It is designed to provide users with an accurate and reliable picture of their financial future.