Information current as of: Monday, May 1, 2023
Wealth Tracker Product Information
Wealth Tracker was designed to eliminate the burdensome task of monitoring inbound wealth transfers from relinquishing institutions.
As any active wealth advisor/assistant knows, one can easily lose status of multiple transfers after 1-2 weeks have lapsed.
Client Name transfers can demand more time. Why not deploy software specifically designed to address this problem?
Wealth Tracker eliminates this hassle by providing an overview of all inbound transfers in a single view.
It permits your assistant to keep a log of all correspondence with the relinquishing institution.
Information is literally at your finger tips eliminating time-inefficient cross referencing.
Wealth Tracker invigorates your administrative process moving the inbound transfer process along in timely fashion.
Wealth Tracker was initially developed for an advisor at a global financial firm, to help improve the speed, accuracy, and efficiency of in-bound client wealth transfers.
Key Features:
- Tracking holdings from open to close (transfer of funds completed)
- Highlight holdings that are past due after 21 days/flag as critical after 30 days
- Highlighting NIGO holdings
- Collect and store relinquishing institution contact info in one location for quick reference
- EFPS Email notification - report wealth deposits back to EFPS team that have assisted advisor with sale
- Notify advisors when funds have arrived to re-balance portfolio if necessary and/or notify clients
- Send reminders to admin staff to update Sales Force Opportunities to ensure HO leads keep coming
- File Attachment Support i.e. upload transfer docs in PDF format for easy cross referencing
- Multi-user capabilities (e.g., one assistant can support multiple advisors)
- Compliant software - resides on admin PC or advisor laptop with no Internet exposure
Testimonials:
In the short time that I have used the Wealth Tracker, it has made a huge difference with
organization of documents and information. Everything is in one place which saves a lot of time and headaches.
The system also helps hold me accountable for investment transfer follow ups. I am sure it will earn us more money than it costs.
I can no longer remember how we kept organized with out it.”
Shandra
Licensed Administrative Assistant
I really do not remember what I did before wealth tracker. This program allows me to have all my pending
money sitting in one nice neat place. I am able to be more proactive with the funds right in front of my
face. I no longer have to wait on clients to call me before I take action. This keeps me accountable and
helps with organization.”
Erika
Licensed Administrative Assistant
Screen Shot:
Requirements:
- Windows 7 or newer with Internet Information Services Windows Feature installed
- .NET Framework 4.0 or newer
Release Notes:
| Changes in Version 1.01 |
New reports added
Default late days changed to 14 days, Default extremely late changed to 31 days
Changed default colors for NIGO, Late, and Extremely late
Fixed bug that limited Relinquishing Institution Notes field to 255 characters
Holding PDF view now suggests "StatusUpdate.pdf" rather than "ticket.pdf" when saving the file
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| Changes in Version 1.02 |
Institutions can now be imported by clicking he down arrow button on the Instiution's Grid.
Updated instructional text to reflect that the Report Filter requires date filters in the format of DD/MM/YYYY.
New report added which lists the average time institutions take to transfer funds.
NOTE: Existing databases need to manually add this report by choosing Reports--Add--Custom SQL Report.
Enter the following SQL statement in the SQL window:
SELECT Event.eventFtRelinquishInstitution AS [Institution], Avg(Event.eventUserNum1) AS [Average] FROM Event GROUP BY Event.eventFtRelinquishInstitution ORDER BY Avg(Event.eventUserNum1) DESC;
"Sales force Opporunity Updated" checkbox has been moved to the Fund Arrival tab for new databases.
NOTE: Existing databases can move this by editing this field in Admin--Field Translations and changing the "Displayed in tab" value to 5
"Date HO ACK'D Transfer" label spelling has been corrected for new databases.
NOTE: Existing databases can change this spelling error from the Admin--Field Translations menu
Removed unused help button from Investment Type edit form.
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| Changes in Version 1.03 |
Updated Institution Import process to use a Web Service rather than a file download.
Email templates are now customizable in Admin--Application Settings--Holdings--Email Settings
Smart Sizing no longer causes screen flicker when a page loads.
Simplified Installer -- IIS Windows Features are now handled by the installer which eliminates the need for manual configuration.
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| Changes in Version 1.04 |
Fixed bug introduced in 1.03 that prevented institutions from being imported
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Download Wealth Tracker |
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Wealth Tracker Quick Start Guide |
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Wealth Tracker Brochure |
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Wealth Tracker 1-User
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$495
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Wealth Tracker 2-Users
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$945
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Wealth Tracker 3-Users
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$1345
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Wealth Tracker 4-Users
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$1695
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Wealth Tracker 5+ Users
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$1995
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All Prices are in US Dollars (USD).
Installation assistance is included with new purchases.
Includes 1 year of upgrades, email, and phone support.
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ORDER NOW
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