WDCPLAN.COM

We are committed to a team approach in which all the members of the planning team contribute in their areas of expertise... We help top planners attract and retain more ideal financial and estate planning clients by helping them deliver transformational experiences to their clients. We are a virtual on-demand advanced back office. Since 1996 we've been involved in more than 500 client situations with net worths from $10 million to over $300 million... Most sophisticated planners have experienced the frustration of using software packages that did not permit them to analyze or illustrate exactly what they wanted. Virtually all software packages have their limitations. We determined that we could not afford to be held hostage by the limitations of an off-the-shelf software package. Therefore, we created our own. Our open architecture software permits us to illustrate virtually any strategy or set of strategies that the advisor team wants to see.

Primary location: Bentonville United States