Personal Finance Site Lets Advisors Co-Plan With Investors
Plumvo's Interactive Dashboard Lets Advisors Collect Client Information and Explore Various Scenarios for Retirement, College Funding and More
NEW YORK, June 2, 2015 /PRNewswire/ -- Plumvo (www.plumvo.com) a website designed to help people build and maintain financial plans introduced new features and plans to enable sharing of plans between investors and advisors.
"Plumvo will enable a next generation of robo-advisors to help advisors meet and work with clients and prospects on-line and demonstrate the full value of their planning and investing expertise," explained Plumvo co-founder Eric Alexander. "Plumvo enables advisors to recommend unique, comprehensive plans for each client."
Plumvo's wizard-like interview simplifies the collection of client profile, budget and asset data that is otherwise time-consuming for advisors to gather. Clients can then use Plumvo's planning dashboard to map income, expense and life goals over time. Plumvo will allow clients and advisors to work together online to refine a client's plan. As a client's circumstances and goals change, she can update her plan accordingly, creating a notification for her advisor, who then has an opportunity to have a meaningful interaction with the client.
A preview version of Plumvo is available at www.plumvo.com.
Photo - http://photos.prnewswire.com/prnh/20150602/220157-INFO
SOURCE Plumvo
Share this article