PERSONAL FINANCE PLATFORM FOR FINANCIAL ADVISORS AND CLIENTS

Client Country: Netherlands

Project Duration: 2008-2011

Project Description:

The client is a provider of financial planning software in the Netherlands, serving financial advisors, major banks, and financial service providers. The client set out to support financial advisors in making more understandable and approachable software for the advice they provide.

Designed to simplify the complexity of personal financial management, it was offered to financial advisors in various business markets within the Netherlands from accountants to mortgage originators and primarily to comprehensive financial planners. Ultimately, the application was meant to help advisors connect on a behavioral or emotional level with their consumers. As software technology advances each year and robo-advisors rise to prominence, there is an increased focus on a behavioral connection that only human advisors can truly make. In light of this, the original goal of the client is to help advisors connect with clients has only grown in strength.