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“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.”
“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.”
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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