Wealth Building Cornerstones

Wealth Building Cornerstones provides financial planning software, a pre-retiree cornerstones calculator, and training services. In practice that means building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. Alongside the main category they mention Finance, Training and Wealth Management. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Wealth Building Cornerstones is based in Madison, Wisconsin. Their site is wbcornerstones.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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