Financial planning SaaS
WealthMap helps financial advisors and planning teams collect client data, calculate goal-wise funding needs, generate branded reports, and manage every advisory workspace from one subscription platform.
Enter identity, family, goals, cash flow, assets, liabilities, insurance and investment readiness.
Compute future goal values, SIP needs, emergency fund, retirement corpus, net worth and ratios.
Share web reports, PDFs and emails using each workspace's logo, colors, assumptions and wording.
How it works
Platform admin creates the advisory business, activates its subscription, and assigns tenant users.
Advisor enters client profile, goals, monthly cash flow, loans, assets, insurance and investment capacity.
Workspace assumptions drive inflation-adjusted goals, equity/debt SIPs, retirement, emergency fund and ratios.
The client receives a branded financial plan with recommendations, summary tables, PDF and secure guest link.
What the product handles
Name, DOB, contact details, marital status, occupation, children and family milestones.
Property, vehicle, major expense, vacation, child education, child marriage and retirement age.
Monthly income, household expenses, lifestyle expenses, current assets, liquid assets and investments.
Home loan, personal loan, other loan, life insurance, health insurance and term cover.
Future goal values, monthly SIPs, emergency fund need, retirement corpus and equity/debt split.
Net worth, savings, asset-to-debt ratio, solvency ratio, report history, mail logs and resend tools.
Features
Admin enables each advisory business with users, settings, branding and subscription status.
Plan property, vehicle, education, marriage, vacation, emergency fund and retirement goals.
Create branded web and PDF reports with recommendations, assumptions and client summaries.
Start with manual activation, expiry dates and payment records before gateway integration.
Customize assumptions like inflation, equity return, debt return and emergency fund rules.
Apply workspace brand name, contact details and report identity across client communications.
Subscriptions
Recommended annual plan for growing advisory teams that need higher report volume and team workflows.
Short evaluation access for a new advisory business to test client capture, branded reports, and email delivery before purchase.
Monthly plan for individual advisors who want to start small without an annual commitment.
Entry annual plan for solo advisors or small practices ready to use WealthMap regularly.
Top annual plan for established teams that need unlimited client records, unlimited report generation, and priority support.
Ready for advisors