Financial Planning & Marketing App for Financial Advisory Firms
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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.
About the Business
- Facilities & Assets
- 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.
- Market Outlook / Competition
- There are few applications that combine the capabilities of this application.
About the Sale
- Transition Support
- Service, training, and partnership can be provided by our highly skilled technological team.
- Financing
- Accepting cash offers
Listing Info
- ID
- 2278874
- Listing Views
- 3017
Listing ID: 2278874 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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