Prepared for Stine | Delivered October 30, 2019
Holistic Financial Advisory Tools
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To gain an understanding of the competitive set for a self-service holistic financial advisory tool directed at the mass affluent segment
is noted to be a key planning tool for holistic financial planners.
The tool features an
that allows users to access graphical tools and sliders to adjust settings and has a high level of ease of usability, so would be ideal for self-service users.
is another client
holistic financial tool, which offers integrated tools and full user support.
is another holistic financial planning application that allows clients to preform analyses and projections around cash flow and financial goals.
The tool features a
scrolling data feed
with features interactive alerts, tasks, and financial news in order to make tracking updates easy for clients.
also has three main planning portals, the goal planner, the decision center, and a distribution center for estate planning.
is another holistic financial planning app, that specifically features the ability to instantly create graphs based around financial status for clients.
interface is noted to be exceptionally efficient, with a main dashboard that provides summaries of key data points and assets.