One such recent collaboration has resulted in the
creation of the GWM Automated Financial Planner, a truly innovative tool in the
expat financial advice arena.
“Over the last decade I have witnessed first-hand financial planning calculations via a very manual process with a set of formulae, create unjustified assumptions and outdated statistics. A client however increasingly expects this information at their fingertips in seconds, both credible and comprehendible with a gamification feel. This has required GWM to reimagine the financial planning process from a client’s perspective. “
After identifying their personal financial goals, and having accounted for inflation, discounting rates, foreign exchange forecasts and other economic parameters, the GWM Automated Financial Planner then presents the client with various options for savings and investments, all within a fraction of a second.
“This automated financial planner e-tool further extends GWM’s competitive edge in the quickly growing wealth management arena. The tool is available across a spectrum of multichannel platforms making modern financial planning simple and accessible.”