Software as a service featuring software that analyzes an individual's demographics, financial situation and investments, desired retirement lifestyle, and spending goals to build a financial plan therefor and provides financial advice, guidance, and automatic account distributions directly to the individual's bank account to optimize and automate finances

'account':36,44 'advic':32 'analyz':8 'autom':48 'automat':35 'bank':43 'build':24 'demograph':12 'desir':17 'direct':38 'distribut':37 'featur':5 'financ':49 'financi':13,26,31 'goal':22 'guidanc':33 'individu':10,41 'invest':16 'lifestyl':19 'optim':46 'plan':27 'provid':30 'retir':18 'servic':4 'situat':14 'softwar':1,6 'spend':21 'therefor':28

UI

Owners

Goods & Services