Grain
Fireflies.ai for Meetings
Fathom
tl;dv
SysGears Grain Framework
Meetgeek.ai
Fellow.app
Otter.ai
Betterment
Wealthfront
Riskalyze
HiddenLevers
eMoney
CXi-Registry
Backstop Solutions
Morningstar Advisor Workstation
Grain BettermentBased on our record, Betterment should be more popular than Grain. It has been mentiond 11 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
By talking to them! You can record your conversations with them by using Grain, and then turn those recordings into video testimonials and quotes. Talking with your customers is the easiest, low-friction way to get an honest review of your product. Source: about 1 year ago
We love Grain for capturing and sharing insights from customer/user calls. Its transcriptor is incredible, and it's probably the easiest to use meeting capture tool I've ever seen. Source: over 1 year ago
Go to betterment.com and put it in their cash reserve. You'll get a good interest rate that should help at least reduce some inflation risk. Source: 12 months ago
If you want a less frightening way to invest, betterment.com was my gateway into investing. It has a pre-selected basket of index funds and bonds, and you can just select your risk tolerance, set up a deposit schedule, and they take care of the rest. I started with $10/paycheck 11 years ago, and now I have almost $20,000 invested as I kept increasing my automated deposits as my salary grew. Source: about 1 year ago
Also about Betterment: they too started offering crypto at exactly the wrong time, but unlike M1 they have the decency to hide it from view! If I go to betterment.com now, I don't see any reference to crypto on the main page unless you scroll all the way down to the site map at the bottom. That's something else that M1+ could offer:. Source: over 1 year ago
Lastly sign up for a free investment app like acorns, betterment.com, robin hood etc. Once you've got your budget setup dump everything else into those when combined with your credit card buffer you can always pull back out or preferrably reduce next months investments if you find yourself low on funds one month. Source: over 1 year ago
There are muuuuuuch better options today that Edward Jones. Your "local guy" makes a living adding maintenance costs to your account. The original poster here could do really well by checking out betterment.com and just following the on-screen prompts (they offer IRAs, too). Next time you meet with your local guy, ask him how much (the exact dollar amount) he's made from the fees on your investment account...and... Source: almost 2 years ago
Fireflies.ai for Meetings - Record, transcribe and search your calls
Wealthfront - Automated, low cost investment service
Fathom - Financial intelligence and performance reporting
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
tl;dv - 📆 Add tl;dv to any meeting from any provider 🎥 Capture meeting moments on the fly --> Save everyone's time --> Keep colleagues up to date
HiddenLevers - HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.