media:remote_video:137eff91-b028-4a52-9c78-589572fc33e9
media:remote_video:137eff91-b028-4a52-9c78-589572fc33e9
Must-See FinTech for Financial Advisors
Presented by 5 Innovators
This was a true "must-see" for financial advisors interested in the emerging tools for optimizing their practices and better serving their clients. Co-sponsored by Snappy Kraken and YCharts, this session featured 5 firms presenting their innovative, technology-driven solutions that are enhancing the way advisors, planners and firms run their businesses and serve their clients.
The 5 solutions featured were
- Snappy Kraken: (Automated, Finra-reviewed Communications)
- YCharts: (Visual Investment Research and Strategy)
- MaximizeMySocialSecurity (Social Security Optimizer)
- Flourish: (Cash sweeps for held-away assets)
- CollegeAidPro (Comparison of 4-year "Net" college costs)
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