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What is Walfrid One?

Posted in on Mar 24, 2020

Walfrid One is our state of the art, fully integrated financial planning software system. All clients who, after completing a financial plan, maintain advisory accounts are eligible to participate in our single-access point, integrated software. This web-based, highly secure solution allows clients to view their overall net worth on a single page, while having their financial data updated automatically on a daily basis. Access to investment reports, financial planning progress, realized gain and loss statements and snapshots of your insurance and liabilities are accessible at your fingertips.