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“eMoney allows us to graphically show a client’s finances. Our clients really respond to a living plan versus a printout from a spreadsheet. And eMoney is interactive, so we can create scenarios and change values in real time and get our clients’ reactions right there.”
“If performance is lacking because the markets aren’t having a great year, I’m able to talk about that with the client and show that we stayed within the comfort zone of the risk number we defined.”
RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that …
Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that …
Auditoria.AI is redefining the Enterprise Finance back-office. Auditoria increases the speed, accuracy, and productivity of finance teams with powerful SmartFlow Skills to automate, analyze, audit, and collaborate across the modern …
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