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Tech Tools used for Tracking Investment
By siliconindia
SimpliFi.net
SimpliFi.net uses a virtual financial adviser named Sophie to guide the user through a planning process based on financial goals, like savings for retirement or reducing debt; by assessing how much should one spend and save to reach their particular goal. The software program includes web-based personal financial management and education services; personal financial planning service; integrated lead generation and referral systems; professionally designed electronic and traditional marketing campaigns; implementation and business process guidelines and staff training programs.
