Technology that Fuels Engagement

Technology that Fuels Engagement

Help your clients, prospects and valued employees get a pulse
on their personal financial situation.

Wealth Management Oversight™ is a financial technology solution that helps professional service providers and employers better engage with their end clients, prospects and valued employees. 

Branded Dashboard for Your Firm

Clients, prospects and employees are offered the opportunity to subscribe to your white-labeled WMOdashboard™, which assists your end users in gaining a clearer understanding of their entire financial picture. 

Help Your Clients, Prospects and Employees Understand Their Financial Situation

The integrated Objective Second Opinion™ provides a genuinely holistic overview of all that is going on in your clients’, prospects' and employees' financial lives: cash flow, net worth, investments, taxes, estate planning, risk, and more!

Sophisticated Needs Analysis

If you are a professional service provider, you are uniquely positioned to facilitate the necessary solutions for the client’s or prospect's financial deficiencies identified within the Objective Second Opinion™.

Branded Dashboard for Your Firm

Clients, prospects and employees are offered the opportunity to subscribe to your white-labeled WMOdashboard™, which assists your end user in gaining a clearer understanding of their entire financial picture. 

Help Your Clients, Prospects and Employees Understand Their Financial Situation

The integrated Objective Second Opinion™ provides a genuinely holistic overview of all that is going on in your clients’, prospects' and employees' financial lives: cash flow, net worth, investments, taxes, estate planning, risk, and more!

Sophisticated Needs Analysis

If you are a professional service provider, you are uniquely positioned to facilitate the necessary solutions for the client’s or prospect's financial deficiencies identified within the Objective Second Opinion™.

21st Century Center of Influence Marketing

Connecting your professional network has never been easier or more efficient. Simply direct your other center of influence professionals to our site to create their own WMOdashboard™ and we’ll facilitate connections among your network within our Objective Second Opinion™ results.

21st Century Center of Influence Marketing

Connecting your professional network has never been easier or more efficient. Simply direct your other center of influence professionals to our site to create their own WMOdashboard™ and we’ll facilitate connections among your network within our Objective Second Opinion™ results.

Select Your Profession

Employee Financial Wellness Benefit

You offer a wide variety of benefits, designed to attract, retain and reward the people that make your business run every day. “Financial life management” is becoming increasingly complex and employees, regardless of industry or company type, are looking to their employers for help. We have designed our web-based WMOdashboard™ technology to seamlessly integrate as a valued corporate benefit that enables employees to better see and understand their overall financial picture, including cash flow, net worth, investments, taxes, estate planning, risk management, and more. This benefit ensures your employees can remain on top of important financial life management items over time. Together, we can create better informed, more engaged employees who will increasingly recognize the importance of this benefit.

 

Our white-labeled WMOdashboard™ can be offered directly to your employees at a low cost or can be subsidized entirely by the company.

 

Contact us to learn more about how the WMOdashboard™ can be integrated as an employee financial wellness benefit within your company.
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Associations & Membership Networks

Professional associations and membership networks can help consumers get a pulse on their personal financial situation by deploying our web-based WMOdashboard™.

 

We have designed our web-based WMOdashboard™ technology to assist consumers in taking control of their financial future by simply becoming more informed. You’re well positioned to introduce our web-based WMOdashboard™ to your affiliates and members who will introduce it to consumers within their sphere of influence. Significant recurring monthly income can be developed for your affiliates and members through the implementation of our approach.

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Regional Bank

While large banks dominate the national scene, regional banks like yours are critical to our local economies. Technology is the driver of efficiency and success within these large banks, and many have used this tech advantage to take clients from you. Now, through the integration of the WMOdashboard™, you can level the playing field while still keeping the local feel your clients love.

 

Our web-based WMOdashboard™ technology can be seamlessly integrated within your bank, helping your clients better understand their overall financial picture and deepen their relationship with you. In particular, our needs analysis tools often identify new opportunities for clients to increase cash reserves with your bank as well as uncovers lending or refinancing opportunities. This gives your clients a better outcome as well as improves your business’ bottom line.

 

It’s time to evolve.

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Mortgage Broker

Despite the great work you do for your clients, your interest rate-sensitive business is transactional by nature and many clients never come back after your initial work for them. Additionally, your clients may not be aware of other lending needs you can potentially solve for them or their closely-held businesses. In order to preserve and grow the business you have spent so much time building, you must reinstall yourself as the key advisor in your client’s lives. Integrating the WMOdashboard™ helps your clients better understand their overall financial picture and deepens their relationship with you.


We have designed our web-based WMOdashboard™ technology to be seamlessly integrated within your practice, ensuring your clients remain on top of important lending needs as the market evolves over time. Together, we can create better informed, more engaged clients who will more regularly come to you to address these critical issues. This gives them a better outcome as well as improves your business’ bottom line.


And here's the best part -- it's FREE to you and you receive 20% of the recurring revenue generated from each end user you refer.

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CPA / Tax Professional

Your tax practice is under increasing attack by digital competitors who have redefined the way tax preparation is done, in particular the ease with which your clients can get their taxes done – “for free”.

 

Super Bowl ads aired by your digital competitors effectively denigrate the value of your work and genuine concern for your clients. In order to preserve and grow the business you have spent so much time building, you must reinstall yourself as the key advisor in your client’s lives. Integrating the WMOdashboard™ helps your clients better understand their overall financial picture and deepens their relationship with you.

 

We have designed our web-based WMOdashboard™ technology to be seamlessly integrated within your practice, ensuring your clients remain on top of important items like estimated tax payments. Together, we can create better informed, better engaged clients who are less vulnerable to the siren sounds of your digital competitors.

 

And here's the best part -- it's FREE to you and you receive 20% of the recurring revenue generated from each end user you refer.

 

It’s time to evolve.

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Estate Attorney

Despite the great work you do for your clients, your business is transactional by nature and many clients never come back after your initial work. Additionally, your clients often procrastinate on completing necessary legal work, including wills, powers of attorney, health care proxies, trusts, etc. Ironically, you are not only left to clean up the mess but are often blamed for not having done more to prevent it. In order to preserve and grow the business you have spent so much time building, you must reinstall yourself as the key advisor in your client’s lives. Integrating the WMOdashboard™ helps your clients better understand their overall financial picture and deepens their relationship with you.

 

We have designed our web-based WMOdashboard™ technology to be seamlessly integrated within your practice, ensuring your clients remain on top of important items like actually signing the documents you have prepared for them. Together, we can create better informed, more engaged clients who will more regularly come to you to update these critical documents. This gives them a better outcome as well as improves your business’ bottom line.

 

And here's the best part -- it's FREE to you and you receive 20% of the recurring revenue generated from each end user you refer.

 

It’s time to evolve.

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Financial Advisor

Our years-long study of client on-boarding and attrition patterns demonstrates that engaged, educated prospects become your best, stickiest clients. Historically, most advisors struggle to put in place an on-boarding and service process that works, resulting in advisors not achieving the asset and revenue goals they need to be fully successful. Supported by cutting-edge technology, we provide a systematic approach for advisors to better engage both prospects and clients.

 

Our web-based Prospect And Client Engagement System (PACES™) technology can be seamlessly integrated within your practice, helping your clients better understand their overall financial picture and deepen their relationship with you. In particular, our needs analysis tools often reveals client deficiencies, enabling you to provide a deeper level of client service than you have up to now. This gives your clients a better outcome as well as improves your business’ bottom line.

 

And here's the best part -- it's FREE to you and you receive 20% of the recurring revenue generated from each end user you refer.

 

It’s time to evolve.

Get Started

Sports / Entertainment Agent

You spend countless hours identifying and developing talent while leveraging your network to make your clients’ dreams come true. Despite the great work you do for them, your business is transactional by nature and your income often ends with your client’s last contract. You’re constantly having to replace clients whose run has ended: it’s a rat race with no way to take advantage of all the great relationships you’ve built over time. In order to preserve and grow the business you have spent so much time building, you must reinstall yourself as the key advisor throughout your client’s lives. Integrating the WMOdashboard™ helps your clients better understand their overall financial picture and deepens their relationship with you.


We have designed our web-based WMOdashboard™ technology to be seamlessly integrated within your agency, allowing you to extend your client relationships beyond their last contract. Together, we can create better informed, more engaged and long-lasting client relationships. This gives your clients better outcomes as well as improves your business’ bottom line.


And here's the best part -- it's FREE to you and you receive 20% of the recurring revenue generated from each end user you refer.

Get Started

Insurance Agent

Despite the great work you do for your clients, your business is transactional by nature and many clients never come back after your initial work for them. Additionally, your clients may not be aware of other insurance and risk management needs you can potentially solve for them, including life, disability, long-term illness, P&C, etc. In order to preserve and grow the business you have spent so much time building, you must reinstall yourself as the key advisor in your client’s lives. Integrating the WMOdashboard™ helps your clients better understand their overall financial picture and deepens their relationship with you.


We have designed our web-based WMOdashboard™ technology to be seamlessly integrated within your practice, ensuring your clients remain on top of important risk management items as their insurance needs evolve over time. Together, we can create better informed, more engaged clients who will more regularly come to you to address these critical issues. This gives them a better outcome as well as improves your business’ bottom line.


And here's the best part -- it's FREE to you and you receive 20% of the recurring revenue generated from each end user you refer.

Get Started

Real Estate Agent

Despite the hard work you do for your clients, your business is transactional by nature and your future success depends entirely upon the next listing. You strive to stay in front of potential buyers and sellers in your marketplace through a variety of marketing tools all designed to maintain top-of-mind awareness. In order to preserve and grow the business you have built over time, you must reinstall yourself as a key advisor in your clients’ lives. Integrating the WMOdashboard™ helps your clients better understand their overall financial picture and deepens their relationship with you.


We have designed our web-based WMOdashboard™ technology to be seamlessly integrated into your regular email marketing, as well as on Facebook and on LinkedIn. Users, whether your clients or your prospects, see your brand every time they log in. Together, we can create better informed, more engaged clients who will more regularly come to you to help solve their needs. This gives them better outcomes and as well as improves your bottom line.


And here's the best part -- it's FREE to you and you receive 20% of the recurring revenue generated from each end user you refer.

Get Started

I am a Consumer

You are not alone in your struggles to organize your financial life. Our financial lives have become increasingly complex and much of the financial help out there is conflicted, expensive and hard to understand. More than anything, you want to better understand your overall financial picture without too much confusion or cost. Our WMOdashboard™ is designed to simplify the intentionally complex at a cost that allows us to be a part of the solution ~ not a deterrent to it. Together, we can help you become better informed and better engaged in your financial future, resulting in better outcomes for you and your loved ones.

 

Learn more about how the WMOdashboard™ can become the center point of your financial life.

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