Wealth Analytica

We are an Advisor Engagement Solution that strengthens the partnership between the Advisor and the Plan Sponsor. Our proprietary algorithms are designed to leverage the Advisor expertise by seamlessly delivering essential pension plan and 401K information critical to their decision-making process and Financial Services. Why are we unique? We combine the Wall Street financial expertise and industry leading Technology Professionals to deliver a differentiated Service to the Advisors Who do we service? Wealth Analytica was designed by industry leading Wealth Management professional to exclusively service the Advisors. We deliver critical diagnostic and analytical information that allows Advisors to assess a sponsor's pension/ 401K plan and provide actionable solutions. What do we do? We have developed an Advisor Centric Pension and 401K Plan Engagement Solution that seamlessly and easily delivers vital benefits to their Plan Sponsor Clients • Advisor Dashboard - Advisor Centric Dashboard essential to the Advisor • Pension Plan Financial Statement and Management Reporting • Pension Plan Analytics, Trend Analysis and Utilization • Plan Design Diagnostics, Heat Maps and Benchmarking • Wealth Analytica Connect - Client Connect and Retention • Lead Generator with an imbedded Advisor centric white label Marketing Function • Service Provider - Detailed Third-Party (TPA) information Why us? We are keenly focused on the Advisor and provide a conflict free engagement solution to leverage their services.