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Individual Advisors

  • Enhance client engagement and decision-making through our advanced algorithms, analytics, and retirement wealth planning tools.
  • Access to education, thought leadership and resources for you and your clients.  

Individual Financial Firms

  • Fin CW offers a scalable solution that caters to varying complexities in retirement wealth planning.
  • Protect your client data with our security features and cloud-based architecture.

Small Financial Institutions

  • Fin CW offers the go-to solution for retirement wealth planning.
  • Break Analytics provides compelling illustrations for an advisory base, creating actionable strategies to acquire and retain clients.

Large Financial Institutions

  • Our platform’s scalability, security features, and cloud-based architecture make it a preferred choice for institutions with hundreds to thousands of users looking to modernize their retirement wealth planning services.
  • Break Analytics offers financial institutions the opportunity to serve customers with sophisticated retirement wealth planning tools, making them more competitive by creating a differentiated value proposition.