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.