- Ensures Capture of Retirement Assets Under Management
- Addresses challenges faced in lead scoring, simplifies sales
- WEALTH REPORT tool is customized for each lead’s unique scenario and demographic profile
WealthPRIME Launches New Financial Software that Drives Pipeline Growth and the Capture of Retirement Assets Under Management
WealthPRIME formerly known as TaxHACKer on Wednesday announced the launch of a new retirement plan-focused software solution that allows financial professionals to attract high-net-worth individuals and small business owners, seamlessly track leads, and convert those leads with a highly customized, data-backed proposal system.
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Grow Your Retirement AUM in Less Time
“As a Silicon Valley retirement plan administrator for the past 40 years, I understand the challenges advisors, TPAs, and record keepers face with lead scoring and simplifying the sale – particularly with complex financial services products like retirement plans. The elegance of WealthPRIME is its customer-facing simplicity. WealthPRIME replaces ineffective lead generation tactics with a scalable system offering dynamic sales tools that give clients a tangible blueprint for building wealth,” said Dan Harding, founder of WealthPRIME. “With WealthPRIME, we’ve streamlined that entire process and sales story to provide a unique and user-friendly solution to the industry.”
Three Elements that make the software powerful
WealthPRIME is powered by a proprietary, smart calculator that blends three elements into one powerful financial planning solution: tax mitigation, wealth enablement and retirement planning.
“The cornerstones of this retirement solution are the calculator and the cash balance plan,” said Harding. “The calculator blends both tax and pension codes (including the newest 199A deduction) into an easy-to-use and understandable WEALTH REPORT that advisors 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 and 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.
WealthPRIME (formerly TaxHACKer) is powered by an industry-leading software solution that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on an investor’s income and various other factors.
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