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Wealthminder Plans New Practice Management, Client Communication Tool
Eliane Chavagnon
9 April 2015
Wealthminder, a provider of financial planning and investment advice software, has added Marie Swift to its advisory board to create a new practice management and client communication solution for financial advisors. Swift will work with Sheryl Garrett, who joined Wealthminder's board earlier this year. Wealthminder, which was founded in 2013 by Rich Ellinger, plans to make the solution available to advisors this month. The Wealthminder platform combines financial planning and automated investment advice tools with support from independent financial advisors.