Economic Security Planning
Curated by SignalFinancial planning tools optimizing wealth management and social security benefits.
Overview
Economic Security Planning focuses on portfolio management solutions designed for wealth managers in the fintech sector. The company offers financial planning tools, including MaxiFi, which aims to assist households and financial planners in optimizing financial futures through suggestions related to saving, insurance, social security, retirement, and other areas. The software utilizes artificial intelligence and machine learning to analyze market data and individual client profiles, providing insights into spending, saving, and insurance needs. The platform is web-based and emphasizes maximizing lifetime social security benefits, which may enhance decision-making for users. This approach seeks to address the complexities of financial planning, allowing wealth managers to provide personalized, data-informed advice while adhering to regulatory requirements.
Key facts
- Founded
- 1973
- Headquarters
- Providence, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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- Commercial model
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Contact
- Primary office
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