JourneyGuide Planning Software
Fort Wayne, United States (US) · Finance and Banking
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#retirement planning software
#practice management solutions
#risk tolerance and financial solutions
#fintech
JourneyGuide Planning Software is a Fort Wayne, Indiana-based retirement planning software company dedicated to simplifying retirement income planning for financial advisors.We empower advisors to create competitive plans and improve client outcomes by providing an interactive platform that addresses longevity risk and sequence of return risk – two critical factors in retirement planning.
Overview
We empower advisors to create competitive plans and improve client outcomes by providing an interactive platform that addresses longevity risk and sequence of return risk – two critical factors in retirement planning. JourneyGuide allows advisors to work directly with clients, offering personalized solutions and fostering a collaborative planning experience.
Founded in 2015, JourneyGuide has grown from a simple Excel spreadsheet to a sophisticated software solution, driven by a mission to exceed customer expectations and provide the best possible outcome for their clients. Our team of experienced financial services and technology veterans is committed to disrupting the industry and changing the way people think about retirement.
Contact Details
Fort Wayne, United States (US), 888 S Harrison St
Founded
2015
Company Type
private-limited-company
Employees
2-10
Categories
Keywords
#retirement planning software
#practice management solutions
#risk tolerance and financial solutions
#fintech
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