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With our lifetime financial and retirement planning technologies, our goal is to redefine the planing and investment management landscape.

  • Stage Concept Only
  • Industry Software
  • Location Westwood, MA, USA
  • Currency USD
  • Website

Company Summary

Our proprietary technology makes financial planning very easy for consumers and financial advisers leading to: -Better financial life for consumers -Improved compliance for corporations, and -More clients and profits for advisers. Why us? -Consumers are challenged by planning and suffering -Advisers aren't able to profile clients leading to lost sale of products & services. - Other technologies offer piecemeal advice, are hard to use & expensive.