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RightCapital: RightCapital is an advisor- and client-focused software that focuses on several key areas of financial planning, including taxes, estate planning and retirement. The RightIntel ...
To help you get started, here are some well-known financial planning software options. For budgeting and money management, tools like Albert and YNAB (You Need a Budget) offer straightforward ...
Free Fee-based in-house financial planning. Primarily a wealth management company that provides free services to non-clients. Offers financial advising for a fee, which establishes a client-fiduciary relationship that they claim makes them less incentivized to sell private client data as they are bound by law to act in their client's best ...
HiddenLevers is also known for its scenario library, a visual compendium of several economic outcomes in the financial zeitgeist, created and updated by the HiddenLevers economic research team. [2] As of April 2019, the company remains self-funded, against a backdrop of record investment in fintech worldwide, hitting $55 billion in 2018, double ...
Analytics and planning advice is then automated through a 401(k) fee analyzer, retirement planner, mutual fund analyzer, an investment checkup, and cash flow tool. [16] [17] A free Personal Capital app for iOS and Android devices has also been available to all users with the same monitoring, analytic, and planning functionalities as the web ...
Type of financial advisor. Overview. Robo-advisors – automates the investment process by building an investment portfolio based on your goals and risk tolerance. Typical cost: Typically around 0 ...
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