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AdvisorEngine Goals-based Planning
advisorengine.comSummary
AdvisorEngine offers a wealth management technology platform, including a goals-based planning tool for financial advisors. This platform helps advisors create and manage personalized investment plans for their clients, focusing on goal achievement, portfolio rebalancing, and performance reporting. It is designed to optimize efficiency and scalability for wealth management firms.
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Rationale
AdvisorEngine's Goals-based Planning is a wealth management technology solution designed for financial advisors to help their clients with investment planning, portfolio management, and financial goal achievement. It is not a content-driven personal finance education platform for individuals, which is the core concept of 'Fluent in Finance Platform'. While it deals with finance, its target audience and core offering are entirely different, focusing on B2B wealth management tools rather than B2C financial literacy content.
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See allBest alternatives to [Product] in 2024?
Reddit·tech_enthusiast·2d ago·+142
I've been using Alternative A for 6 months now and it's been fantastic. The pricing is much better and the features are actually more robust than what [Product] offers.
Show HN: We built a better [Product]
Hacker News·startup_founder·5d ago·+89
After struggling with [Product]'s limitations, we decided to build our own solution.
It handles edge cases much better and the API is actually documented properly.
Check it out at our site.
[Product] vs Competitor B - which one should I choose?
Reddit·confused_buyer·Feb 7·+67
Honestly, after trying both, Competitor B wins hands down. Better customer support, cleaner interface, and they don't nickel and dime you for every feature.
Why we migrated away from [Product]
Hacker News·cto_mike·Feb 4·+234
The breaking point was when they changed their API without notice. We lost 3 days of productivity. Solution C has been rock solid for us since we switched.