Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Consolidate your client accounts through tailored integrations to generate insightful reports that showcase your value to clients. Highlight the potential impact of your suggestions on a prospect's financial growth by providing hypothetical sales scenarios that incorporate elements like investments, withdrawals, reinvestment of dividends, taxes, and more. Align your clients' aspirations with comprehensive firmwide strategies that are directed towards achieving their financial goals using investment models, lists, and methodologies. Additionally, utilize Monte Carlo simulations to demonstrate the potential success of various strategies. With Morningstar Goal Bridge, you can engage in goals-oriented discussions with clients and seamlessly link those ambitions to a clear and effective investment strategy, all within an intuitive and robust workflow. This approach not only enhances client engagement but also reinforces their confidence in your expertise.
Description
Range is a comprehensive wealth management platform that aims to deliver contemporary financial guidance encompassing investment strategies, tax planning, retirement solutions, cash flow management, and real estate investments. Specifically designed for high-income professionals such as executives, entrepreneurs, medical practitioners, and technology experts, Range provides an extensive array of services that assist clients in optimizing their portfolios, enhancing tax efficiency, preparing for retirement, and tracking their financial performance. The platform boasts advanced professional-grade projections, creating thousands of intricate scenarios that factor in market fluctuations and personal data, revealing new avenues for growth and potential benefits. With a commitment to transparency, Range employs a flat-fee pricing structure that avoids any Assets Under Management (AUM) fees, allowing clients to preserve more of their wealth in the long run. Additionally, users can consolidate all their financial accounts into a single, user-friendly dashboard that updates automatically, effectively removing the hassle of managing disparate accounts and disconnected data. This innovative approach not only simplifies financial management but also empowers clients to make informed decisions about their wealth.
API Access
Has API
No
API Access
Has API
No
Integrations
MoneyGuide
Yes
ProTracker Advantage
Yes
Redtail CRM
Yes
RightCapital
Yes
Salesforce
Yes
TD Ameritrade
Yes
eMoney
Yes
Integrations
MoneyGuide
No
ProTracker Advantage
No
Redtail CRM
No
RightCapital
No
Salesforce
No
TD Ameritrade
No
eMoney
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$1,475 per year
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Morningstar
Country
United States
Website
www.morningstar.com/products/advisor-workstation
Vendor Details
Company Name
Range
Founded
2020
Country
United States
Website
www.range.com