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Family Wealth Diagnostic Kit

By Gerry W. Beyer

Images-8InKnowVision has created a Family Wealth Diagnostic Kit for advisors. It is  a software that would calculate a comprehensive overview of a client’s financial situation. InKnowVision offers training to buyers of their program. The product is also supposed to be inexpensive so that advisors can offer the service to their clients at a reasonable fee.

See Family Wealth Diagnostic Kit, InKnowVision, 2011.

Special thanks to Jim Hillhouse (WealthCounsel) for bringing this article to my attention.

Posted in:
Estate Planning - Generally and Technology