Simple question. Vast implications.
Platformless solutions are potentially the most disruptive force to hit financial services.
If consumers can use any platform, and advice can transcend all platforms - advice becomes platformless. Platforms are not needed (or not needed the same way).
Ask simple questions. Explore difficult answers.
Our approach inverts the core assumptions to provide a different perspective.
Financial Advisor Magazine
Financial advisors exclusively provide financial advice
Advice moves to platformless solutions. Information is the architecture - and data is free
Data and information drive continuous optimization
Those who hold themselves out as fiduciaries or acting in clients' best interest are litigated to the standard they represent