Wealthmetrics Link Software

Proprietary software created to help CPAs develop well-structured business and marketing plans focused on the needs of clients. At all times, the CPA retains complete client control, while we provide strategic resources and an independent platform for investment advisory services.

Wealthmetrics Link Software

This innovative program, installed in your office, interfaces key data from your tax software into a practice management platform that profiles clients based on age, AGI, and tax scenarios that may be impacted by pending legislation. Information is profiled by partner, by firm and creates a firm analysis to help you understand the true value of your client base.

Identify New Opportunities

  • Insurance
  • Estate planning
  • Financial planning
  • Retirement planning
  • Wealth transfer or distribution

How It Works

  • Generates targeted mailings to clients
  • Interfaces key client data from income tax forms
  • Analyzes the data to identify clients who may have a financial need
  • Imports income tax data into a confidential contact management program

Segment your clients and identify solutions to financial challenges:

  • Tax Smart Investment Solutions.
  • Life Insurance as Asset Class – risk adjusted investment over lifetime of portfolio.
  • Net Worth & Financial Independence planning to accumulate funds to achieve income for life.
  • 3.8% Medicare Tax – lessen the impact of this tax by redirecting investments from passive investment income to accumulate cash value tax free.
  • Insurance Analysis to identify new ways to utilize life insurance to ensure estates, dependents, and future generations have been taken care of.
  • Retirement Distribution planning can help clients develop strategies that may reduce the likelihood that they will experience a financial hardship in retirement.

* All information remains confidential and in your firm.

Wealthmetrics Link Web Portal

The password-protected Wealthmetrics Link Web Portal is a complete online resource for managing your expanded business, serving your clients and marketing to prospects. It enables you to personalize a host of flyers, postcards and other marketing tools, and then distribute them directly to your clients. 

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