Technology that Fuels Engagement

Technology that Fuels Engagement

Help your valued employees get a pulse
on their personal financial situation.

Wealth Management Oversight™ is a financial technology solution that helps employers better engage with their valued employees. 

Branded Dashboard for Your Firm

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 Employees Understand Their Financial Situation

The integrated Objective Second Opinion™ provides a genuinely holistic overview of all that is going on in 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

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 Employees Understand Their Financial Situation

The integrated Objective Second Opinion™ provides a genuinely holistic overview of all that is going on in your 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.

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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