Financial planning software/app.
Hyphaway的外部链接
Describing what financial planning is can be a difficult task. Our CEO Tim Bickmore, CFP?, CPWA?, put his two cents out there; "Financial Planning is iterative decision making over time".
Tyrone Ross Jr. I think you may like this one ??. New blog coming soon!
Tim Bickmore, CFP?, CPWA? joined Investipal to discuss the importance of data in financial planning. A true financial plan is not a 30-page PDF. It's an ongoing, agile process that produces clean data and thousands of incremental real-time decisions. Join us and enter this new era!
Tim Bickmore, CFP?, CPWA? is Co-Founder and Director of Financial Planning at LBW Wealth Management and Co-Founder at Hyphaway, a modern financial planning software with data at its core. In this episode, Tim shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies, the future of AI in financial planning, and more. Please enjoy our conversation with Tim Bickmore. Full episode linked in comments. #financialplanning #retirementplanning #data #AI #taxoptmization
"It's the Hyphaway": Over $1 trillion has been invested in the fintech world, and financial advisors still can’t generate a proper plan!? WHY? Hyphaway is ready to disrupt the market and lead the new wave! #Hyphaway #fintech #financialplanning
?? This is one of three 6P stories I made to show the value of Hyphaway ! This storyboard shows how Hyphaway makes it easier for advisors to give authentic advice. We believe that everyone deserves access to premium financial planning ?? Hyphaway revolutionizes the way advisors help people by leveraging the power of AI, data modeling, and automation to create a more scalable system. This is our “secret sauce” (a.k.a. differentiated value )! Our software standardizes the financial planning process so advisors can do more and charge less. Equipped with Hyphaway , advisors are able to quickly answer client questions using real-time data on all their financial accounts and a detailed profile that’s always current.
"It's the Hyphaway": Life changes constantly, sometimes dramatically. If you agree with us, that static retirement planning can no longer satisfy younger generation clients, then join the Hyphaway wave. Say goodbye to the old-world spreadsheets, and hello to data-driven, real-life, real-time planning.?? #Hyphaway #fintech #financialplanning
?? This is another one of three 6P stories I made in early 2023 to show the value of?Hyphaway?! This story is particularly meaningful to me because it’s based on a real scenario that my partner and I faced when I lost leg function. We were living in a building with no elevator and suddenly the fourth floor walk-up to our apartment became more of an imposition than a fun way to get a quick workout in. My health event (?#myelitis?as a result of?#radiationtherapy ) can be hard to relate to because it’s a?#raredisease , so I used?#stroke ?for this story instead. The details are also a bit different from our situation; but, the feelings are based on real life. I’m so thankful we had connections with?Hyphaway,?LBW Wealth Management, and?Tim Bickmore, CFP?, CPWA?— they helped us navigate an anxiety-inducing situation with enough clarity to move into an accessible apartment back in June! We love our new home and found a way to make it work without putting ourselves in a poor financial position ?? #disabilityawareness #financialplanning ?#stressrelief #financialplanner?#braincancerawareness ?#medicaldebt ?#moving?#growth?#money?#userexperience ?#uxstrategy ?#storyboard ?#comic ?#recoveryjourney
"It's the Hyphaway": If your clients have been laid off or want to change jobs, and need your help determining their budgets or new compensation packages, just a couple of clicks in Hyphaway, and let the data do its magic. Say good-bye to the old-world spreadsheets; and hello to data-driven, real-life, & real-time planning.?? #hyphaway #fintech #financialplanning
?? This is the last of three 6P stories I made to show the value of?Hyphaway?. When we surveyed potential clients earlier this year (n=361), folks reported that losing their job was the biggest threat to their financial security. According to the Bureau of Labor and Statistics (BLS) 40% of Americans have been laid off or terminated from a job at least once, 48% of Americans have layoff anxiety, and 46% of employees reported that they were unprepared for the layoffs and separations. This story shows how?Hyphaway?can help! #fintech?#financialplanning ??#financialliteracy ??#job ??#layoffs ??#restructuring ??#financialthreats?#finances?#userexperience ??#uxstrategy ??#6Pstory?#uxdesign ??#uxresearch ??#survey ??#stats ??#financialeducation ??#financialempowerment
Unlock the power of AI in financial planning! ?? Embrace the often-overlooked hero: data strategy. In the era of AI and LLM models, a robust data model is your key to leveraging new technology. Exciting news: We're building Hyphaway – the first financial planning platform with data at its core. Empowering advisors and clients for smarter financial decisions. Welcome to the era of iterative decision-making! ?? #Hyphaway #FinancialPlanning #DataStrategy #AIinFinance