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Switchboard

Switchboard

科技、信息和网络

Redwood Falls，MN 180 位关注者

Revolutionary cash flow planning platform for financial advisers and their clients

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关于我们

Switchboard is a revolutionary cash flow planning platform for financial advisers and their clients. Powered by a digital bank, Switchboard goes beyond aiding advisors in creating and illustrating concepts; it recommends optimal resource allocation and enables users to implement recommendations with a simple click of a button. With ongoing monitoring, the platform provides nudge-style recommendations that influence behavior and create favorable financial outcomes. By bridging the implementation gap and increasing net flows into the adviser business, Switchboard immediately enhances per-client profitability.

网站
https://switchboardaf.com/
所属行业
科技、信息和网络
规模
2-10 人
总部
Redwood Falls，MN
类型
私人持股
创立
2022

地点

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