WealthPlanned!

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WealthPlanned! is a complete wealth management solution that combines sophisticated financial planning functionality with execution management, accounting and reporting. It supports all kinds of wealth advisory business models: PMS and non-PMS, Discretionary and Non-Discretionary, Advisory and Executionary. WealthPlanned!’s workflow complies with the 6-steps of Financial Planning methodology recommended by the Financial Planning Standards Board. Wealthplanned! is part of CMC Ltd.’s solutions suite for the entire Capital Market’s requirements.

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