WEALTHCARE CAPITAL MANAGEMENT® RANKED AS ONE OF THE TOP "UP AND COMING" FEE ONLY FIRMS
Investment News has released their top 50 list of Up-and-Coming fee only firms as ranked by discretionary assets under management. Click here to view the list.
DAVID LOEPER APPEARS ON CNN\'S AMERICAN MORNING
David Loeper recently appeared on CNN\'s American Morning as part of Gerri Willis\' "Nickel & Dimed" series. Click here to view the segment.
FUNDGRA+DES™ ANNOUNCES ITS HONOR ROLL AWARD WINNERS
FUNDGRA+DES™ is pleased to announce its Honor Roll of fund family award winners for the past three years ended September 30, 2009. Click here to visit the free FUNDGRA+DES™ site.
FINANCEWARE CORPORATE HEADQUARTERS HAS RELOCATED
We are pleased to announce the relocation and expansion of the corporate headquarters of Financeware, Inc., d/b/a Wealthcare Capital Management (WCM). Effective August 25, 2008, our mailing address and physical location are now 600 East Main Street, Suite 1240, Richmond, VA 23219.
RAISING THE BAR ON FUND EVALUATION - NEW FUNDGRADES PORTFOLIO FEATURES
March 2008 - The FundGrades site was updated and enhanced with the implementation of the ability to grade portfolios of funds and to track a watch list of funds
401(k) BOOK RELEASED
Dave Loeper\'s new book, "Stop the 401(k) Rip-off" was released on October 15th, 2007 and is available in bookstores and through Amazon and other online sources. The book addresses a current hot topic of excessive 401(k) fees covered in the financial press and in Congress. To order now or learn more about the book visit www.401kRipoff.com.
NEW FUNDGRA+DES™ SITE ESTABLISHED
September 2007 - Wealthcare Capital Management and Financeware, Inc. announce the new FUNDGRA+DES™ site - the easiest way to get one of the most sophisticated, objective, and stringent evaluations of mutual funds, closed end and exchange traded funds available today. Check out the free site at www.fundgrades.com.
SITE ENHANCEMENTS
In summer 2007, Financeware released a number of site enhancements, including a powerful new client and account data export features which complement the existing data upload feature. The asset allocation functionality has been streamlined and upgraded, allowing users greater flexibility and ease of use.
UPDATED USER HELP RELEASED
Financeware released a comprehensive update to the user help screens in April, 2007. This release incorporated updated information and new pop-up help files for each plan inputs screen, quick results pages, reports and preferences. Users should find this context sensitive help material useful in understanding each aspect of the process of using Financeware to create complex client plans.
ENHANCED STATUS REPORTING RELEASED
In March, 2007, Financeware released enhancements to quarterly status reporting through Wealthcare Capital Management. The enhancements speed delivery of the quarterly status reports to advisors and clients using FFM as well as the preparation of the custom client dashboard supplied to advisors for the client reports.
NEW CLIENT REPORTS RELEASED
Financeware released a comprehensive new set of reports in August, 2006, using new graphics and enhancing the report selection and customization process. The report pages and look and feel of the reports are all new. The changes apply to both the landscape and portrait versions of the reports.
MAJOR SITE UPGRADE
On Friday, August 25, 2006, Financeware migrated the application to new hardware and concurrently released a significant update to functionality, including new reports. Detailed information about the major components of the release is provided in the previously issued articles New Reports and Changes to Financeware Functionality and New Wealthcare Questionnaire Plans.
TRAINING CONFERENCES:
Wealthcare Capital offers training conferences periodically throughout the country in various metropolitan areas. For more information please contact your Wealthcare Specialist or email us at: support@wealthcarecapital.com.
NEW COMFORT ZONE FUNCTIONALITY RELEASED
In April, 2006, Financeware released a significant upgrade to the Comfort Zone. This release permits users to toggle holding history on and off, model custom duration for the Comfort Zone and will reflect changes in the location of the Comfort Zone when client goals and priorities and the underlying advice are changed. In each plan, as well as Compare Plans, the user may choose to view the Comfort Analysis with the list of parameters analyzed and/or the Comfort Zone over the duration of the client\'s planning period.
COMPARE PLANS ENHANCEMENTS
In June, 2005, Financeware released important enhancements to the Compare Plans feature. Among the changes are improved ability to view and modify the underlying plans on the plan list page, a new ability to link the comparison plans to the working plans compared, improved legends on the client and plan list pages as well as additional improvements.
QUIZZARD CONVERSION
Existing Retirement Quizzards have been converted to regular plans effective June 20, 2004. The Quizzard functionality has been removed, allowing advisors to work with full working plans for all of their clients.
MAJOR SITE UPGRADE
On Friday January 9, 2004, Financeware performed a major infrastructure change. The upgrade included replacing our existing server farm with the latest equipment and changing the network infrastructure to provide faster service with additional redundancy. The end result of this upgrade to our users will be a greatly enhanced user experience and better service.
MAJOR SITE UPGRADE
August 2003 - Financeware completed a major release of new functionality and enhancements, including unlimited choices per annual period for different asset allocations, updated Capital Market Assumptions (CMAs), new Wealthcare reports, detailed asset allocation information if Wealthcare default asset allocations are used, overhaul of asset allocation user interface, new, concise Wealthcare report generation choices and more. Click here for details and click here for a PowerPoint summary review of the new features.
NEW RESOURCE PAGE
Financeware has added a new resource page to provide advisors easy access to a wide variety of information that will be helpful in working with clients and analyzing financial objectives and goals. The new resource page includes links to an archive of advisor e-mails, our many white papers, information on the calculation methods used in the Financeware simulation engine, and our new user manual, in pdf format.