BNA Wealth Manager: Financial Planning Software
Comprehensive Financial Planning Software Supports Client Life Goals
With its fast, intuitive case set-up and analysis, BNA Wealth Manager™, Powered by Scivantage helps you quickly provide sophisticated cash flow or goals-based financial plans and advice that helps clients manage their wealth and achieve financial life goals.
Detailed Analysis for Comprehensive Financial Planning
Helping financial advisors improve their productivity, make better-informed financial decisions, and build stronger client relationships, BNA Wealth Manager’s comprehensive set of financial planning capabilities makes creating financial plans faster and easier.
- User-defined asset allocation capabilities support your client’s retirement planning requirements
- Integrated account aggregation services through ByAllAccounts WebPortfolio (add-on module) help you uncover new assets and eliminate manual entry of client account data
- Easily choose between cash flow or goal-based analysis
- Comprehensive life events planning including retirement, education or other cash flow events
- Risk management through capital needs, disability income needs, and long term care analysis
- Advanced estate, trust, and gift planning capabilities
- Dynamic, onscreen analysis illustrates immediate impact of plan modifications
- “What-if” scenarios allow for quick changes to plan variables and real-time modeling
- Easy-to-understand professional reports and report templates
Practitioner-Friendly Features Speed Financial Planning Analysis
Designed to maximize your productivity by minimizing your up-front case preparation and analysis time, BNA Wealth Manager yields immediate value, helping you quickly deliver expert financial, retirement, estate plans and projections.
- Minimal learning curve
- ‘Instant client’ feature for fast case set-up
- Modular planning approach lets you control the amount of data needed to perform analysis
- Save time and reduce error by automatically populating BNA Wealth Manager with account and portfolio information when using ByAllAccounts WebPortfolio account aggregation capabilities (add-on module)
- Highly scalable, producing simple to detailed, comprehensive planning as required by client situation
Learn More About BNA Wealth Manager Features »
Comprehensive Suite of Modules for Broad Spectrum of Client Life-Goal Planning
Supporting the different stages of the financial advisory process and varying client types, BNA Wealth Manager lets you easily choose between cash flow or goal-based analysis and, with its integrated suite of planning modules, confidently handle all types of client life-events planning including retirement, education, capital needs analysis, trust, estate, gifting and more.
Learn More About BNA Wealth Manager Integrated Modules »
Client-Friendly Financial Plan Reports and Visuals
With its straight-forward interface, highly visual analysis, such quick tools as “Financial Strategies” for automatically generating various planning options to cover shortfalls, and instant reflection of data changes, BNA Wealth Manager is ideal for working collaboratively with clients and exploring ‘what ifs’ in the office or even over the phone!
Share the plan – with as little or as much detail as you wish – by easily selecting the modules, graphs, proposals, and recommendations you want printed or distributed electronically.
