HOW IT WORKS

PROVIDING SOLUTIONS WITH ARTIFICIAL INTELLIGENCE

After completing their profile (income, expenses, debts, etc.), a user will immediately receive advice and steps on how to achieve their goals. The platform automatically solves for retirement and college savings (if the user has minor children under the age of 18) without being prompted. The system will also automatically calculate cash reserve needs and make life insurance, disability insurance and long term care insurance recommendations to the user, if appropriate.

CREATING SUCCESSFUL CUSTOMER EXPERIENCES

After the system has solved for retirement, protections, debts and college savings, the user may add additional goals to the timeline. Goals added by the user may include:

  • Home Purchase

  • Car Purchase

  • Baby

  • Relocation

  • Rent

  • Engagement Ring

  • Wedding

  • College/Advanced Education

  • Custom Purchase Goals

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