Financial Planning & Marketing App for Financial Advisory Firms
Marin County, CA
| Asking Price: | $500,000 |
| Established Year: | 2021 |
Listing ID: 2278874Listing provided by BizBuySell
BUSINESS DESCRIPTION
Created by an experienced wealth management professional
This software is a turnkey solution that combines a sophisticated financial planning application with a powerful marketing platform. This integrated system provides financial professionals with a ready-to-deploy tool for managing client finances and executing marketing strategies seamlessly. It streamlines financial planning processes while enhancing client outreach and engagement, offering a comprehensive, all-in-one solution to elevate your practice and stand out in the competitive financial services market.
DETAILED INFORMATION
Location
Relocatable
Inventory
Not Included in asking price
Employees
1
Facilities
This sale includes the source code for a groundbreaking application —a comprehensive financial planning tool paired with a robust mass marketing solution. Designed exclusively for financial professionals, this unique application serves as a powerful tool for individual and family financial planning while also providing strategic marketing capabilities. The sale includes detailed marketing strategy insights, which will help you maximize the app's potential. This is an excellent opportunity for financial firms looking to stand out in a competitive market.
Competition
There are few applications that combine the capabilities of this application.
Growth & Expansion
This technology can be used to serve existing financial firms or it can expand as a standalone b2b business catering to financial professionals.
Financing
Accepting cash offers
Support & Training
Service, training, and partnership can be provided by our highly skilled technological team.
Reason for Selling
Exploring interest and the right buyer.
Home-Based
This business is Home-Based
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