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“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.”
“I realized I wanted more tools in the toolkit. Adding coaching and life planning makes client relationships more sticky. And I personally think it just makes you a better planner.”
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 …
Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial advice. The product-led company …
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