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Ten years ago one of the nation’s largest, and fastest growing mutual fund companies
tapped EffectiV to build a customized proposal system for their financial advisory
network. EffectiV used the opportunity to develop one of the first proposal systems
implemented in the industry.
The methodologies and software used to create that
system have now evolved into a mature product line and consulting practice, Wealth
Advisor Systems.
WAS is a solutions practice within EffectiV that focuses solely on developing proposal
tools for the financial industry.
Solutions developed by WAS will accelerate the implementation and growth of the
fee-based business. Our experience and research indicates advisors need simple tools
that help them craft cogent, professional proposals for complex fee-based business.
By offering such tools your firm will realize a greater return on its investment
in its financial advisors.
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industry experience |
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Financial Services |
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eCommerce |
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Education |
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Real Estate |
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Retail and Consumer |
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Manufacturing |
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Business Services |
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