Financial Planning & Marketing App for Financial Advisory Firms
Business Description
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
- Years in Operation
- 4
- Number of Employees
- 1
- Currently Relocatable
- Yes
- Currently Home Based
- Yes
- 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.
- Opportunities for Growth
- This technology can be used to serve existing financial firms or it can expand as a standalone b2b business catering to financial professionals.
About the Sale
- Seller Motivation
- Exploring interest and the right buyer.
- Transition Support
- Service, training, and partnership can be provided by our highly skilled technological team.
- Financing Options
- Accepting cash offers
Listing Info
- ID
- 2278874
- Listing Views
- 2586
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.
Businesses for SaleCalifornia Businesses for SaleCalifornia Entertainment & Leisure Businesses for SaleCalifornia Travel Agents Businesses for Sale
Similar Listings
