Increase New Business and Assets Under Management with Ease

Imagine what an increased client conversion rate of as little as 10% could do to your bottom line. And what if you could remove the complication from lead generation and easily turn prospects into happy retirement plan clients?

WealthPRIME™ is the answer to the retirement industry’s challenge with quality lead generation and new asset acquisition. Financial services firms now have a tool to help you gain leads and grow revenue in an efficient and scalable way.

In less than 3 seconds, you can give your clients a tangible and accurate wealth-building roadmap.

WealthPRIME™ powers an industry-leading, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on your client’s income and various other factors.

With the emergence of the cash balance plan, often not well understood, there’s an opportunity to educate investors, business owners, and plan sponsors on how these plans, in combination with other retirement savings vehicles, can allow for significantly higher retirement plan contributions.

WealthPRIME™ generates a complimentary WEALTH REPORT customized for each investor’s unique scenario and demographic profile, and estimates the amount of annual taxes an investor can save and the retirement balance they can accumulate over the course of 5, 10, and 15 years.

Where it all comes together is the ability to invest in both traditional and alternative asset classes.

Administering alternative assets is extremely complex and, as a Silicon Valley firm, WealthPRIME™ has deep institutional knowledge and has helped venture capitalists and high-net-worth individuals invest in non-traditional assets for the past 40 years. We built our investment platform from the ground up, streamlining processes and significantly reducing overhead – passing that savings directly on to your clients. The result is your clients having the power to choose where they want to invest their assets without limitation.

How Our Software is Different

Decodes the New Tax Law by State

WealthPRIME™ simplifies complex tax and pension codes by state, and formulates backend models that can be applied to your client’s distinct situation.

Allows for Customization

WealthPRIME™ includes specific demographic and financial information beyond age and salary, giving clients a way to see an outcome that is completely unique to them.

Forecasts Accumulated Assets

Show your clients a tangible and real projection of both tax savings and wealth creation, up to 5, 10, and 15 years down the line. And your clients will know exactly what their Estimated Time to a Million™ dollars in accumulated assets will be.


Your client’s wealth-building roadmap is packaged into a beautifully designed, informative, and easy-to-understand WEALTH REPORT.

Three Ways to Access the WealthPRIME™ Software

Run a FREE Report

You can see for yourself how the technology works by running a complimentary report on this website now.

Buy A Subscripiton

If you’d like ongoing access to the software and have the option to include your contact information on each WEALTH REPORT generated, you may apply for a monthly subscription.

Request Private Labeling

If your firm or institution is interested in private labeling this software, please request a discovery call.

Benefits Based on Your Business Model / Entity Type

DCIO Firms

• Increased assets under management
• Ability to focus on the cash balance market
• Potential for custom product creation
• New investors using your funds
• Good supplement to your 401(k) assets with proprietary funds


• Increased top-line revenue growth
• Powerful sales tool
• Additional assets capture
• White label capability
• Increased value of TPA for clients
• Adds expanded layer of service to clients
• May offload actuarial work but still offer the service

Institutions / Record-Keepers

• White label capability
• New high-net-worth client sales conversion tool
• 401k dollars are sticky (retained assets)
• Can charge a premium to manage 401k assets
• Powerful prospecting and client retention tool
• Cross sell opportunity Banks


• Increased assets under management
• Retirement clients can become potential commercial clients
• Increased client retention
• 401(k) rollovers
• Referrals and expanded word-of-mouth
• Cross sell opportunity

Broker Dealers / Financial Advisors

• Differentiator in the marketplace
• Tax planning tool for high-net-worth individuals
• Increased revenue and growth of book of business
• Can charge a premium to manage assets
• New high-net-worth client sales conversion tool
• Great resource for Advisors to leverage and attract CPA partnerships
• Stickier client relationships
• Cross sell opportunity


• White label capability
• Additive business and billing hours outside of traditional tax season
• Increased value of CPA for clients
• Adds expanded layer of service to clients
• Differentiator for CPAs in the marketplace who can now become qualified plan experts
• CPAs mostly default to SEP IRAs, as they don’t have an understanding of qualified plans

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In every scenario, WealthPRIME™ saves your clients a minimum of $25,000 in annual taxes.*

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