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TOOLS TOWARDS FINANCIAL FREEDOM

Software Programs

Risk Alignment Platform

Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like "moderately conservative" and "moderately aggressive" with the Risk Number, a number between 1 and 99, that pinpoints your exact comfort zone for downside risk and potential upside gain. The old way of assessing risk, stereotyping investors, simply doesn't work.

Personalized, Real-Time Experience

eMoney creates a detailed analysis across key planning topics of your financial life, that is easy to understand. The platform allows for modeling future scenarios with advanced planning techniques & what-if scenarios. It puts all your finances into one place to keep you organized & our team two steps ahead.