Financial planning SaaS
WealthMap
Financial planning SaaS for advisors to capture client goals, calculate funding needs, and deliver branded reports.
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The product
Designed to make complex work feel simpler
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.
Who it is for
Financial advisors, wealth planners, and advisory teams that need a structured client-planning and reporting workflow.
What WealthMap helps you do
Guided client discovery
Capture client profiles, family details, goals, cash flow, assets, liabilities, insurance, and investment readiness.
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.
See it in action
Ready to explore WealthMap?
Visit the product website or talk with MDITech about how it can fit your needs.
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