FinTech Consulting

We have helped over a dozen clients achieve their business outcomes through software solutions, change leadership and business process simplification and automation.
- Replatformed core financial planning from cash flow to goal-based methodologies.
- Improved Advisor financial planning adoption by consolidating 12+ non-integrated experience into a single page interactive experience that surfaced 2X needs previously not covered in the prior planning process.
- Received prestigious Luminary Award for Firm Innovation in Financial Planning.