Accelerating Client Wealth

Experience a revolutionary approach to wealth management with FA4Me. Our exclusive tools, tailored for wealth managers, integrate the full spectrum of clients' wealth resources and income factors. Witness unparalleled growth in their Total Net Worth over time.

Increase Assets Under Management

2-3X per client

Our cutting-edge financial software solution can potentially significantly increase assets under management (AUM) for each client.

Leveraging the substantial opportunities from dormant assets, the broker-dealers and investment advisers can achieve a remarkable 2 -3 times AUM growth per client.

We integrate all client’s diverse wealth resources – investments, real estate, retirement, cash and bonds, insurance and income – to identify hidden areas from which client can and should grow AUM.

These are the main areas to explore:

Cash & Bonds

51%

increase from excess cash and bonds, to be invested in higher yielding opportunities

Real Estate Assets

34%

increase from re-leveraging real estate assets to reallocating to their investment portfolio

Retirement Assets

56%

increase from retirement assets managed externally, which can

be brought in-house to invest in annuities, insurance, and other retirement-focused investments

Automated Wealth Plan

Our methodology and solution algorithm combines science and experience of serving real clients.

Actionable Recommendations

Recommendations integrate the client’s diverse wealth resources (investments, real estate, retirement, cash, insurance, and income) to increase the client’s total net worth.

Output is Fiduciary for Advisers

Output is fiduciary for advisers, with detailed recommendations that identify loafing areas from which clients can and should grow AUM.

Low-Cost Acquisition Tool

We provide a low-cost client acquisition tool.

Do More For Your Clients

Enjoy wealth and depth of detailed recommendations to provide your clients with:

Confidence in stable living standards and growing net worth.
More active and sophisticated wealth deployment.
Accelerated compounding from tax optimization.
Suitable risk recommendation to align net worth with future needs.