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The new ecosystem for financial planning. A simple and intuitive interface for consumers to learn and control all their personal finance and insurance needs. And a place for them to engage with their financial adviser digitally. MyMoneyPlatform is the new way to manage everything, at your fingertips, in your own time For the adviser, a separate login and interface. An admin platform within the software and a built-in CRM to best manage their clients as well as stream-line their financial sales process. Our mission is simple; to make quality financial advice available to everyone, everywhere for free. Financial advisers can save hours every day by having qualified leads come directly to them through digital channels.
MyMoneyPlatform is a digital platform for goal based financial planning. The human-robo hybrid advisory platform helps financial advisers to manage their clients and stream-line their financial sales process.
Automated financial planning platform. It enables users to attach their bank account and control their finances from one platform.
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