We are excited to reveal that we will be showcasing our 7th generation software, at the upcoming Ed Slott's Elite IRA Advisor Group Workshop October 24-25, 2024, for an exclusive first look at the future of retirement and wealth planning.
Our software is built to scale to fit your individual needs.
Individual Advisors
Enhance client engagement and decision-making through our advanced algorithms, analytics, and retirement wealth planning tools.
Access to education, thought leadership and resources for you and your clients.
Individual Financial Firms
Fin CW offers a scalable solution that caters to varying complexities in retirement wealth planning.
Protect your client data with our security features and cloud-based architecture.
Small Financial Institutions
Fin CW offers the go-to solution for retirement wealth planning.
Break Analytics provides compelling illustrations for an advisory base, creating actionable strategies to acquire and retain clients.
Large Financial Institutions
Our platform’s scalability, security features, and cloud-based architecture make it a preferred choice for institutions with hundreds to thousands of users looking to modernize their retirement wealth planning services.
Break Analytics offers financial institutions the opportunity to serve customers with sophisticated retirement wealth planning tools, making them more competitive by creating a differentiated value proposition.
