GoWealthPro provides online financial planning and client-engagement technology for financial advisers. Its platform is designed to make planning more intuitive and efficient, helping advisers create clear plans without navigating unnecessarily complex software. Advisers can prepare both goals-based and cash-flow-based plans, with reusable client information and tools covering retirement, emergency savings, education, insurance, investment risk, portfolio allocation, taxes, and estate planning. The software is internet-based, device-independent, and described as secure and privacy-protected.

GoWealthPro’s products include Wealth Planner, which supports financial plans and concise reports; Social Security Maximizer, which helps identify potential claiming strategies; and Social Security Check-up, which lets prospective clients explore Social Security in relation to their circumstances. Personal Financial Index provides a financial assessment and score to support client education and acquisition. The company offers free access to several tools with usage limits, alongside paid upgrades and subscription options. It also offers multi-product and adviser-group discounts, with branding available for an additional fee.