Wellahead is a platform designed to enhance financial wellness through personalized guidance and education. It helps users manage their finances more effectively by offering insights into spending habits, savings strategies, and investment opportunities. Wellahead aims to empower individuals to make informed financial decisions, ultimately supporting their journey towards financial security and well-being.
WealthEngine uses advanced analytics and data to provide wealth intelligence and prospecting services, enabling financial advisors to identify high-net-worth prospects and tailor their marketing efforts accordingly. The platform offers insights into the wealth, lifestyle, philanthropic interests, and affinities of millions of individuals and households in the U.S.
Vigil provides carriers with a comprehensive solution to update their policy servicing capabilities for agents and policyholders in one seamless package. Vigil simplifies submission and tracking, reduces resolution time, eliminates NIGO, and unlocks straight-through processing for all of your service transactions.
SimplyWise is a comprehensive retirement planning platform that simplifies financial decisions for individuals nearing retirement. It offers tools for optimizing Social Security benefits, managing retirement savings, and exploring annuities. SimplyWise aims to empower users with clear, actionable insights and personalized guidance to secure their financial future effectively.
Savvly is a financial wellness platform focused on empowering individuals to make informed financial decisions. Savvly offers the “first market-driven retirement solution”. By aggregating financial accounts, Savvly provides personalized insights and recommendations to help users optimize their savings, investments, and spending. The platform offers tools for budgeting, goal setting, and tracking progress towards financial objectives, aiming to enhance users’ financial well-being through education and proactive financial management strategies.
Penelope is a retirement platform for small businesses, making 401(k) plans affordable and easy to manage. They use technology to automate plan administration and compliance, integrating with payroll providers for seamless operation. Penelope also provides a user-friendly experience, ensuring accessibility for businesses of all sizes.
NewRetirement is an online retirement planning platform that caters to individuals preparing for retirement. They offer tools for financial planning, retirement calculators, and personalized advice to help users achieve their retirement goals. Unique to NewRetirement is their focus on comprehensive planning that integrates both financial and lifestyle considerations, aiming to provide a holistic approach to retirement readiness.
Human Interest provides easy and affordable 401(k) retirement plans for small and medium-sized businesses, helping employers offer competitive benefits to attract and retain employees. Their platform simplifies the setup, enrollment, and management of retirement savings plans, making it easier for businesses to help their employees save for the future.
EverSafe is a platform dedicated to protecting seniors from financial fraud and identity theft. By continuously monitoring financial accounts, credit reports, and real estate records, EverSafe detects suspicious activity and alerts users and their trusted advocates. The service offers tailored solutions to safeguard assets, providing peace of mind for seniors and their families.
Comply provides comprehensive compliance solutions tailored for the financial services industry, now enhanced by the integration of ComplySci and RIA in a Box. The platform offers a suite of tools designed to streamline regulatory compliance, including automated workflows, real-time monitoring, and detailed reporting. By leveraging advanced technology, Comply helps firms manage compliance risks efficiently, ensuring they stay up-to-date with evolving regulatory requirements.
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