Our Solutions

GoBeyond Financial Advice

KNOWLEDGE REPRESENTATION & REASONING

Our platform includes four unique-to-the-industry interactive intelligent advice solutions that provide expert financial planning advice. Each solution is available individually or as a comprehensive platform, and can operate independently of your existing technology or be fully integrated. In addition, each of the INTELLIGENT DECISION TOOLS™ can be easily added to your website or intranet as a stand-alone tool, requiring no user login or storage of data and minimizing the time and resources required to implement the software.

Our Solutions

INTELLIGENT DECISION TOOLS

Guides users through complex (and sometimes not so complex) financial planning issues with a seamless and easy to use interactive question and answer process.

INTELLIGENT CASH FLOW

A powerful cash flow simulator that guides the user to easily identify current income sources and expenses, and performs any number of short-term what-if scenarios.

INTELLIGENT NET WORTH

A next generation net worth statement and interactive intelligent planning tool which allows users to easily understand the details and planning opportunities for each asset and liability.

INTUITIVE KNOWLEDGE TREE

Allows users a highly efficient way to engage with a massive database of over 11,000 pieces of financial planning content and tools, by searching and refining results via a conversational question interface.

Editions

 

  • Enterprise Edition
  • Pofessional Edition
  • Workplace Financial Wellness Edition
  • Consumer Website Edition