Clearnomics provides a technology that empowers financial advisors to have engaging market conversations with clients.
Planning Tools For Advisors
Bridge
Bridge helps RIAs save money for their clients by finding low-cost ETF alternatives to mutual fund investments.
Asset-Map
Asset-Map visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real- time.
Advizr
Advizr is dedicated to creating financial planning software that enables profitable financial planning for all of its customers. It has automated advice delivery that allows more advisors to participate in holistic advice and more clients to receive financial plans regardless of their net worth.
55ip
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.