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.
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.