Guided client discovery
Capture client profiles, family details, goals, cash flow, assets, liabilities, insurance, and investment readiness.
Financial planning SaaS
WealthMap
Financial planning SaaS for advisors to capture client goals, calculate funding needs, and deliver branded reports.
Why it exists
Practical software built around the work that matters
WealthMap gives financial advisors and planning teams a secure tenant workspace to capture client profiles, model goal-wise funding needs, and generate branded web and PDF financial plans.
Core capabilities
What WealthMap helps you accomplish
Goal-wise calculations
Calculate future goal values, SIP requirements, emergency funds, retirement corpus, net worth, and planning ratios.
Branded financial plans
Deliver professional web and PDF reports using each advisory workspace’s brand, assumptions, and recommendations.
Take the next step
Ready to explore WealthMap?
See the live product or talk with MDITech about your workflow.