Wealthucate is dedicated to one thing – helping advisers to gather data more efficiently so they can spend more time on what is important.
Wealthucate is the first gathering data software to use the latest html 5 technology. This allows advisers and their clients to use multiple devices (from mobile to computer) and operating systems.
The team at Wealthucate includes everyone who has contributed to the success, which includes multiple rounds of testing and feedback. This include Chief Compliance Officers, Estate Attorneys, Insurance Professionals, Accountants, Third Party Administrators, CPA’s, CFA’s, CFP’s, and ChFC’s.
Index Gurus, Inc. is a Registered Investment Advisor in the state of California and is the sole owner of Wealthucate.
Our goal is educate the wealth management professional with the right data so they can provide a holistic financial plan.
Wealth + educate = wealthucate