Richmond, VA-basedWealthcare Capital Management is launching a Wealthcare Unified Managed Household program, designed to focus clients’ wealth on achieving their life goals, the firm says.

The suite of available services for financial advisors includes: financial planning and managed portfolio services focused on life goals, tax location management, optimized tax and trading systems, and management and fee billing for held-away assets.

There is also a client dashboard that shows on a screen the “goal funding status for each client,” and ongoing monitoring of the client’s progress towards goals, including quarterly and an ad hoc forward-looking status report.

“The days of non-integrated managed account platforms that focus on managing isolated accounts without taking a client’s life goals and other assets into consideration are numbered,” said Leonard Reinhart, Wealthcare Capital Management board member.