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Description
By streamlining the process and ensuring it's well-organized while removing any long-term financial burdens, businesses can allocate more time to client consultations instead of getting bogged down by paperwork. This enables you to maintain competitive pricing while delivering the same outcomes as other software solutions. We developed Credit Detailer to be an accessible tool for everyone, free from lengthy contracts, and we ensure your data is not held captive; it remains securely on your device under your control. Throughout the last 15 years, our community of users has played a crucial role in shaping Credit Detailer into a reliable software solution. It is individuals like you who seek a user-friendly system without the constraints of monthly charges or per-item fees, allowing you to focus on your work without incurring extra costs or limitations. We believe that empowering our users is essential for success, and that's why we prioritize their needs in our development process.
Description
Manage your investments, loans, and spending all through a single platform. You define your financial strategy, and we take care of the automation. With a user-friendly and complimentary app, M1 handles the routine tasks, allowing you to focus on your broader financial goals. Experience an ideal balance of customization and automation while making your financial decisions. Saving on management fees means more resources for you to invest in your future. Your time is as precious as your finances, so you make the important choices, and we take care of the details. You understand that true wealth accumulation comes from consistent investing rather than short-term trading or ignored retirement funds. Our service is designed to be flexible, tailored to your needs, and highly automated. Your finances are invested intelligently in a manner that suits you, all at no cost. Enjoy a flexible credit line at an exceptionally low rate, borrowing against your investments with minimal hassle. Experience the best aspects of digital banking, seamlessly connected to your investment strategy, empowering you to make every dollar work effectively for you. This approach not only simplifies financial management but also enhances your potential for long-term growth.
API Access
Has API
API Access
Has API
Integrations
Option Alpha
QuickBooks Online
The Dividend Tracker
Pricing Details
$399 one-time payment
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CreditDetailer
Website
www.creditdetailer.com
Vendor Details
Company Name
M1 Finance
Founded
2015
Country
United States
Website
www.m1finance.com