WEALTH EXCEL
Aleksander Dyo
Managing Director
Aleksander is renowned for his proficiency in sophisticated Qualified Plan models and Financed Charitable Giving strategies. Boasting a clientele of 400+ business moguls and affluent earners, he has successfully facilitated tax savings of over $60MM.
About Client
Aleksander is a highly skilled consultant and advisor with an impressive background of over 17 years in the fields of entrepreneurship, private equity, and angel investing. Having worked across multiple sectors, including finance, technology, and real estate, he expertly blends hands-on experience with strategic business management to help businesses and high-net-worth individuals grow and preserve wealth.
As the founder of Wealth Excel, a prominent consulting firm based in Brea, California, Aleksander’s team specializes in developing wealth-building solutions for successful small business owners and high-income earners. Their services range from custom-tailored retirement plans to tax-saving strategies and innovative charitable gift financing. Wealth Excel’s team, with over 30 years of combined experience, is dedicated to delivering comprehensive investment portfolios and sophisticated financial planning, ensuring clients achieve their long-term financial goals. With a client-centered approach, they focus on personalized strategies that combine wealth growth with sustainable financial management, offering unparalleled expertise and guidance for those aiming to optimize their wealth and secure their financial future.
Project Overview
The current financial process for generating client proposals, managing tax calculations, and handling related administrative tasks is highly fragmented and manual, relying on Excel spreadsheets, third-party tax calculators, and various software tools like CRM systems and document-sharing platforms. This setup leads to inefficiencies, errors, and challenges in scaling operations, ultimately hindering business growth and client service. The proposed Financial Proposal Automation and Client Management System offers a comprehensive solution to address these issues by automating key processes. Features like User Management, Clients Module, and Agency Master ensure smooth organization and control over client and agency data, eliminating manual data entry and reducing the risk of errors.
The Proposals Module automates the creation of customized proposals, while Tax Calculations and Capital Gains Tax Calculations streamline tax processes, ensuring accurate and up-to-date calculations. Follow-up email settings automate communication, reducing manual effort and ensuring timely client interactions. The Payment Gateway Integration facilitates easy, secure client payments, enhancing the overall client experience. Reports like Proposal Tracking Report and Proposal Timeline Report provide valuable insights into the progress and status of proposals, ensuring better planning and forecasting.
These features contribute to a more efficient workflow by eliminating manual tasks, reducing errors, and providing better control over client interactions. The system’s automation allows teams to focus on higher-value activities like client engagement and financial strategy, significantly improving business operations and ensuring a seamless and scalable process for managing financial proposals. By streamlining these critical tasks, the business can achieve higher productivity, better client satisfaction, and more efficient decision-making, ultimately leading to enhanced growth and profitability.
Meet Our Team
Paresh Kapuriya
Founder
Bhavya Shah
Business Analyst
Kalpesh Kapadia
Sr. UI/UX Designer
Palak Antala
UI/UX Designer
