Your Comprehensive Wealth Management Toolkit

Latest Version

Version
0.3.6
Update
November 4, 2024
Size
1.82MiB
Developer
Category
Users
104
Rating
5 ★
Manifest Version
3
Web Store Status
Languages Support
English
See more
Permissions
Storage
Alarms
Cookies
Tabs
See more

Wealth Advisor Pro Module Extension

Wealth Advisor Pro: Your Comprehensive Wealth Management Toolkit

1. AI-Powered Insights:
• Apple AI-like conversational interface
• Access our extensive database of guides, articles, and resources
• Upload and analyze your own data for personalized solutions
• Intelligent retrieval and problem-solving capabilities

2. Premium 1-ClickTrade Dashboards:
• 5 powerful dashboards with no trading or integration required
• Morningstar Direct-like database covering 3500+ ticker symbols
• Comprehensive performance and risk data for informed investment decisions

3. Ongoing CFP Credit Opportunities:
• Earn CFP credits weekly through curated content consumption
• Access to industry white papers, webinars, and CFP-approved resources
• Turn your regular reading and watching habits into professional development

4. Exclusive Financial Intelligence:
• Premium articles and breaking news from industry professionals
• Access to Goldman Sachs/Bridgewater-grade data packages
• Advanced calculators, data visualizations, and investment models
• Cutting-edge tools typically used by top hedge funds at no extra cost

5. VIP Concierge Service:
• One-on-one expert consultations
• Priority support for all platform-related queries
• Assistance in maximizing the use of all available data and tools
• Connections to industry leaders for growth resources and investment tips

6. AUM Growth Tools:
• Access to cutting-edge lead generation sources
• Tools to grow your client list and Assets Under Management
• Coming soon: Network of self-directed investors seeking advisors
• Potential access to high-value clients who follow financial news closely

Unlock the full potential of your wealth management practice with Wealth Advisor Pro. Stay ahead of the curve with our comprehensive suite of tools, insights, and exclusive opportunities.
Read more

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"https://www2.streetscape.com/*",
"https://www2.streetscape.com/*",
"https://www2.streetscape.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://digital.fidelity.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://si2.schwabinstitutional.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://client.schwab.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":[""],
"resources":["sidepanel.663a1527.png"]},{"matches":["https://digital.fidelity.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://login.streetscape.com/*",
"https://login.streetscape.com/*",
"https://login.streetscape.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://*.streetscape.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://digital.fidelity.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://si2.schwabinstitutional.com/*",
"https://si2.schwabinstitutional.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://advisorservices.schwab.com/*",
"https://sws-gateway.schwab.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://client.schwab.com/*",
"https://sws-gateway-nr.schwab.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]},{"matches":["https://client.schwab.com/*"],
"resources":["buttonBenzinga.87b25e50.css",
"buttonBenzinga.e0daa8d8.css"]}]}
Read more

How to download and manually install Wealth Advisor Pro Module extension for Chrome

Looking for a way to install Wealth Advisor Pro Module extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Wealth Advisor Pro Module extensions manually, this article outlines two simple methods to effortlessly install Wealth Advisor Pro Module extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Wealth Advisor Pro Module extension and manually install through Drag &Drop

If you ever need to manually install a Wealth Advisor Pro Module extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Wealth Advisor Pro Module Extension by clicking the "Download CRX" button on the website.

Look for the Wealth Advisor Pro Module extension you wish to install. Go to the website and download the Wealth Advisor Pro Module extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Wealth Advisor Pro Module extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Wealth Advisor Pro Module extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Wealth Advisor Pro Module extension for Chrome and install in Developer Mode

This is another method to install Wealth Advisor Pro Module extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Wealth Advisor Pro Module extension file

Select and download the Wealth Advisor Pro Module extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Wealth Advisor Pro Module extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Wealth Advisor Pro Module extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Wealth Advisor Pro Module extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Wealth Advisor Pro Module extension in 2 ways. We hope this guide proves helpful.

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