We have created a platform for the financial services industry that automates the entire financial planning process; making financial planning as simple as it should be.
Now a user can access their very own personal financial plan in minutes by simply entering their details to our very user-friendly software. All the sophisticated formulas work in the background so all the user sees is the plain and simple truth of their financial story.
MyMoneyPlatform will guide the user through their financial position in simple terms whilst graphs and visual representations also help. We use a specific weighting system as well as the market's best-advice logic to provide the user with personalised recommendations on what they need to prioritise in their own financial world.
Our goal is to not only make financial advice available to everyone, but to help them really understand the advice they are getting.