Constrained Investor® introduces an important new approach to client segmentation and income planning. Moving past the traditional AUM-based client segmentation, this new construct centers on the client’s Income-to-Assets Ratio, a better measure of the client’s individual needs. Constrained Investor® enables you to deliver better income plans.
Because we recognize that communicating new concepts to your clients and prospects is a critical challenge, Wealth2k has introduced client-facing digital educational tools that quickly help consumers self-identify as Constrained Investors. This helps to engender confidence and leads to you wining more clients investment assets.