HNetWorth Inc., located in Cranbury, NJ, is a software development company providing wealth management Product solutions to small and mid-market.financial institutions looking to significantly improve their ability to attract and retain high net worth customers.
Many high-net-worth and mass affluent clients are becoming more active in the management of their wealth. We believe that the best way to create successful relationships is to meet their desire for control. HNW solutions allow advisors to work in a more personalized and collaborative fashion with clients. Our solutions also provide tighter integration across organization that have multiple specialist serving the client to avoid information gaps that compromise service levels.
Advisors from different areas of financial service companies benefit from the following: a web based real time financial planning and portfolio management tool – addressing all six areas of financial planning, the ability to gather real time account values, the opportunity to review the client’s progress towards their goals and make adjustments to their financial plan in a virtual setting, alert management, contact management system, client base assessments for trends and product opportunities and documenting for compliance.
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