
Insights
NEWS | INSIGHTS
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Wealthcare Launches New Flagship Website, www.wealthcareGDX.com April 25, 2019
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.
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Wealthcare Launches “PlanIt”, A New Client Engagement Tool March 28, 2019
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
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Financeware Acquires Market Data Provider QUODD March 5, 2019
Financeware adds key asset to its comprehensive, cutting-edge fintech platform servicing the wealth management industry.
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Financeware welcomes Bill Morrissey to its Board of Directors February 20, 2019
The appointment is part of Financeware's broader strategy for accelerating growth across the wealth management space.
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VMS Announces New President, Marguerite Peters January 30, 2019
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.
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Wealthcare Announces New President, Matthew Regan September 12, 2018 These moves underscore Wealthcare's commitment to building a deep executive team to support the firm's ongoing growth. More
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Maximizing Revenue and Minimizing Risk in the New Retirement Information Era June 20, 2018 VMS releases new insights to help retirement providers overcome billing challenges. Report outlines new strategies, technologies and best practices for maximizing revenue, reducing risk. More
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Overcoming Four Obstacles to Sustained Advisor Growth May 24, 2018
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.
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Advisors as Navigators: Charting the Right Course for Growth
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.
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Bob Ward Discusses Important Areas of Growth in 401kWire July 27, 2017 Bob Ward is quoted in the news post, “VMS Frames Their Focus,” discussing the types of clients VMS is looking for. The short answer? Companies like Alerus Financial. More