Digital Advice Via Demographics
A unique Browser-based experience that provides its users with a cash flow forecasted model. This approach shows a user the financial impact of upcoming Life Events in a simple Income Utilization chart.
This proprietary easy to use web experience can be white-labeled and/or integrated as a widget into other proprietary based systems or online platforms.
Life Stage / Life Event Data
Based on over 130 million data elements this proprietary data set consists of Health and Wealth Life Event data, analytics, expenses, and predictive modeling for banks, financial services, and insurance companies.
Our proprietary algorithm (Predictive Computational Model) that searches for, uncovers and correlates the most impactful events that could occur in a person's life and presents that information back to the user through RESTful API's.