DIGISOL : Our Digital Advice Solution

Many Gen Xers and millennials grew up online and are accustomed to buying plane tickets or shoes with the click of a mouse. Financial planners and wealth management firms must raise their game to meet clients’ demands using actionable data analytics. Fortunately, emerging technologies can help firms engage in more sophisticated digital financial planning.

We believe that everyone should have access to a financial plan so we decided to build the type of digital financial planning tool preferred by tech-savvy professionals, all in need of financial planning and investment services who want something different than what is available. You don’t have the time (or the desire) to meet face-to-face with the high-end, high-touch wealth management firms. And you want a little more than just interfacing with the Internet as your guide.

Why not find out more by visiting our dedicated site for further information : www.activeplan.online