The company says advisers can use the software in the following ways:
• Client-interactive approach to help make clients part of the process
• Advisers can show their clients, rather than telling them, how they can reach their retirement goals
• On-screen answers and scenario results will show clients immediately what can happen when variables change
• Users can get started right away without having to attend a demo
For more information, visit http://www.mywealthtrace.com.