Better Execution of Wealth Management
Health and Wealth
Managing the Ecosystem
Adoption is the New Innovation
The future of wealth management is a combination of digital and human engagement – and the key to success is their integration in support of a better experience for both advisors and clients
The strategic imperatives for FinServ transformation. Private Client 2020
Proven Results from Better Execution
The Family Conversation
The wealth management “client” is now a family
The “head of household” is now surrounded by three or more generations -- all of whom may require financial support.
Optimizing the family finances means balancing different objectives and competing priorities. It means talking about medical care for a parent while funding a graduate student.
The Family Conversation is the forum for planning, but also for coping with the four key life transitions of aging – residence, health care, transportation and financial decision making. It’s about living independently but safely, and about growing up and launching a career or balancing work and children.
The Family Conversation is help – help with learning about choices and resources and help with making important decisions.
We are engaged across the FinServ industry to better understand, design
and deliver the ecosystem needed to meet the demands
of today’s wealth management clients.
On September 12, 2019, Whealthcare Planning won the prestigious award for Thought Leadership from a Technology Provider at the WealthManagement.com Industry Award ceremony in New York City.
In addition to thought leadership, we were also nominated for our individual risk profiling and specialized planning capabilities.