Savology is a venture-backed startup that is on a mission to improve the financial well-being of millions of American households by making financial planning more accessible, actionable, and effective than ever before. In just 5 minutes, users get access to a comprehensive financial plan, financial report card, personalized action items (recommendations and next steps), and financial planning modules to complete. Savology, based in the Silicon Slopes of Utah, was founded by serial entrepreneur Spencer Barclay in early 2019.
Echofin is a Chat-focused, community management platform for financial teams. They offer automated subscription management, integrated billing, dashboard with business analytics metrics and unlimited users/chatrooms/history.
Echofin also provides an integrated billing solution that offers superb monetization options for those skilled and knowledgeable enough to set up trading schools, academies and communities.
Based on our record, Savology seems to be more popular. It has been mentiond 1 time 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.
Here is a reference site that similar to what I need to build: savology.com. Source: about 2 years ago
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