Wealth Monitor
Become a strategic advisor
Step into the future of accounting today and use Wealth Monitor to make your financial advice even more powerful.
Features Wealth monitor
Key Wealth Monitor features at a glance
Real-time insight
Bundle up-to-date information in minutes that other apps display separately. The complete financial assets of customers in one overview – quickly and easily.
Risk Analysis
From disability to divorce: discover the financial impact of various life events in seconds. Quickly calculate risks and offer clients valuable insights.
Understanding feasibility goals
Clearly map out your clients’ financial goals, such as working a day less or retiring earlier, and easily test the feasibility of these goals.
A Wider Offer
Transform your accounting practice into an all-round financial advisory firm. Wealth Monitor enables you to significantly expand your range of services.
Link with source data
Get a real-time complete overview of customers’ financial situation. With one click, you automatically retrieve your client’s asset position from VIA, My Pension Statement, DUO and MijnOverheid. So you’re always up to date.
Advisory notifications
Receive immediate advisory signals and respond quickly to changes, risks and opportunities in your client portfolio.
Try Wealth Monitor for 2 weeks free of charge!
Are you interested in trying out the tool, or do you have other questions? Then leave a message with Daan – he will get back to you as soon as possible.
