Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or just starting a family and trying to figure out the best way to invest for your family's future, if you have complex financial needs, you could be considering a wealth management tool to help you make the most of your money.
Range aims to be your go-to, "all-in-one" platform to figure it out. It’s designed for users who want to view their finances holistically and create a plan that considers long-term goals, estate planning and tax implications without working with multiple separate providers. The platform combines features often found in budgeting apps, tax preparation software and traditional advisory services into a single system.
