The appointment is a key milestone in executing Financeware’s broader strategy to accelerate its growth across the financial data and wealth management sectors. 

The new website showcases how the firm’s brand has evolved from a financial planning software focus to a complete goals-driven experience (GDX) for advisors and investors.

This new web-based tool, accessible via https://planit.gdx360.com, introduces investors to the firm’s patented and distinctive Comfort Zone^® approach, while giving advisors an additional way of prospecting

Financeware adds key asset to its comprehensive, cutting-edge fintech platform servicing the wealth management industry.

The appointment is part of Financeware's broader strategy for accelerating growth across the wealth management space.

Peters will focus on leveraging her deep, operational expertise to oversee the company's continued expansion of its three core products: VMS Data, VMS Hub, and VMS Billing.

Russ Reinhart, CFP®

Managing Director for Wealthcare

The challenges that plague nearly every advisor at some point along their path to growth fall into four distinct categories. Fortunately, there are clear steps advisors can take to turn these obstacles into opportunities.

Russ Reinhart, CFP®

Managing Director for Wealthcare

Every advisory business experiences growing pains.  With margins tightening and competition for top talent at a premium, preparing to overcome these challenges is more important than ever.