financial analysis tools

Before we built for the web, we built a product line of standalone solutions for financial organizations such as banks, credit unions, securities firms, life insurance companies and mutual fund sales companies. We have brought that long expertise forward into the online era in the form of web-based financial analysis tools.

The web has empowered consumers to become increasingly sophisticated in their knowledge of financial services and products. Many products once available only through intermediaries are now purchased and managed directly online. At the same time, there remain many other products that are best explored with the help of a qualified financial services professional. An online tool that not only educates and arouses interest in the consumer, but also helps intermediaries by pre-qualifying prospects and identifying needs, is best suited to products such as these.