ACQUIRED BY AMEX - 6/6/2022

Digital Financial Planning

Digital-first Approach - Empowering the user to control their own plan. Human advisors can be incorporated for additional insight.

Drag and Drop Milestones - Allows the user to model good and bad events in the future and see the impact on their plan. 

Real time status - Integrations with Plaid, Zillow, Coinmarketcap and FinMason gives us access to real-time data on account balances, real estate valuations, and asset performance.