|
| | | | Bruce J. Smith III | | Founder and President
WealthKare.com | | | Located in Mt. Union, Pennsylvania, WealthKare.com manages individual, joint, trust, estate, and business accounts for clients. |
|
| | Nothing else like it
WealthKare.com’s strength is providing easy-to-understand guidance and unequaled support to clients using state-of-the-art tools. Our clients receive the same level of research, implementation, and monitoring regardless of their portfolio size. We can achieve this only by being extremely efficient.
Unfortunately, our previous system was cumbersome and the client statements were not user-friendly. Then we switched to Morningstar Office . There’s nothing else out there like it. Morningstar Office provides total practice management, research, and accounting to help us develop clear analysis and recommendations for prospects and clients. And it was the only platform that allowed us to seamlessly integrate with multiple asset custodians to manage all of our accounts centrally. | | High-performance portfolio accounting
We build and manage portfolios to be transparent to clients, and we demand easy-to-read, accurate, and flexible reporting. Morningstar Office’s Portfolio Accounting system is a vital tool for our active management approach that gives clients insight into their investment choices. It allows us to validate what we’re doing on their behalf.
Morningstar Office’s Portfolio Accounting system gave us the ability to download all of the data that was in our previous system. We ran into some unique obstacles in converting our data. Rather than giving us excuses or avoiding the problems, Morningstar’s technical staff worked with us until we achieved results that exceeded our goals. With Morningstar’s help, we were able to convert our business from a server-based operation to a totally web-based firm in less than six months. | |  | |  | | Anytime, anywhere service
We now have a central tool for research, implementation, and communications—both internally and with clients. With a laptop and an Internet connection, we can provide the highest level of service. Morningstar Office allows us to spend time building our business and focus on the best way to invest our clients’ money. | | |
| |
|
|
|
