Launch: 300Financial.com
As previously mentioned, CWS has been working the past few months with 300 Financial, an organization providing services to financial advisors, on a variety of applications. Last week the company's public website was released along with a number of private web-based tools.
One of these tools allows advisors to collect some basic financial information from a potential client and automatically determine both things that are done well and potential trouble spots. The web-based application considers such variables as asset allocation, exposure to interest rate volatility, the impact of account expenses over time, and estate planning needs.
This system automatically assembles a report for the client in the form of an 80-page PDF document, with options that the financial advisor can tailor as needed to the client's unique situation. Armed with this information, advisor and client can quickly identify areas to target for improvement and make intelligent decisions together.

Another set of calculators helps those nearing or in retirement to design a series of structured investments that will provide the correct mix of portfolio growth and monthly income for their needs, again based on the individual's situation.
CWS has enjoyed developing these tools to help deliver the right knowledge to financial advisors and their clients, giving them the insight needed to make wise choices for the future. We look forward to ongoing development with 300 Financial.
Labels: 300financial, applications, cws, launch, programming, web design




