Toronto-based BMO Private Wealth has made its digital financial-planning tool, WealthPath, more interactive for clients.
BMO clients can now access their wealth plans online and test out different financial scenarios to see how changing circumstances and strategies could affect their plans.
“By empowering our clients with a visual, comprehensive wealth plan, we make it possible for them to see how changes can affect their plans and they will be equipped to make more informed and confident choices ahead,” said Caroline Dabu, head, wealth planning and advisory services, BMO Financial Group, in a release.
Launched in 2018, WealthPath allows clients to see their full financial situation, including net worth, projections, cash flow and a goal-based timeline outlining targets and significant milestones.