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Wealth Advisor Pro Module

5.0(

1 rating

)
ExtensionWorkflow & Planning98 users
Item media 1 screenshot

Overview

Your Comprehensive Wealth Management Toolkit

Wealth Advisor Pro: Your Comprehensive Wealth Management Toolkit 1. AI-Powered Insights: • Apple AI-like conversational interface • Access our extensive database of guides, articles, and resources • Upload and analyze your own data for personalized solutions • Intelligent retrieval and problem-solving capabilities 2. Premium 1-ClickTrade Dashboards: • 5 powerful dashboards with no trading or integration required • Morningstar Direct-like database covering 3500+ ticker symbols • Comprehensive performance and risk data for informed investment decisions 3. Ongoing CFP Credit Opportunities: • Earn CFP credits weekly through curated content consumption • Access to industry white papers, webinars, and CFP-approved resources • Turn your regular reading and watching habits into professional development 4. Exclusive Financial Intelligence: • Premium articles and breaking news from industry professionals • Access to Goldman Sachs/Bridgewater-grade data packages • Advanced calculators, data visualizations, and investment models • Cutting-edge tools typically used by top hedge funds at no extra cost 5. VIP Concierge Service: • One-on-one expert consultations • Priority support for all platform-related queries • Assistance in maximizing the use of all available data and tools • Connections to industry leaders for growth resources and investment tips 6. AUM Growth Tools: • Access to cutting-edge lead generation sources • Tools to grow your client list and Assets Under Management • Coming soon: Network of self-directed investors seeking advisors • Potential access to high-value clients who follow financial news closely Unlock the full potential of your wealth management practice with Wealth Advisor Pro. Stay ahead of the curve with our comprehensive suite of tools, insights, and exclusive opportunities.

5 out of 51 rating

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Details

  • Version
    0.3.6
  • Updated
    November 4, 2024
  • Offered by
    1-ClickTrade
  • Size
    1.82MiB
  • Languages
    English
  • Developer
    Email
    brandon@1-clicktrade.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Wealth Advisor Pro Module has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Wealth Advisor Pro Module handles the following:

Personally identifiable information
Financial and payment information
Authentication information
User activity
Website content

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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