Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Range is a comprehensive wealth management platform that aims to deliver contemporary financial guidance encompassing investment strategies, tax planning, retirement solutions, cash flow management, and real estate investments. Specifically designed for high-income professionals such as executives, entrepreneurs, medical practitioners, and technology experts, Range provides an extensive array of services that assist clients in optimizing their portfolios, enhancing tax efficiency, preparing for retirement, and tracking their financial performance. The platform boasts advanced professional-grade projections, creating thousands of intricate scenarios that factor in market fluctuations and personal data, revealing new avenues for growth and potential benefits. With a commitment to transparency, Range employs a flat-fee pricing structure that avoids any Assets Under Management (AUM) fees, allowing clients to preserve more of their wealth in the long run. Additionally, users can consolidate all their financial accounts into a single, user-friendly dashboard that updates automatically, effectively removing the hassle of managing disparate accounts and disconnected data. This innovative approach not only simplifies financial management but also empowers clients to make informed decisions about their wealth.
Description
Zoe Financial is a contemporary digital wealth management platform designed to provide a cohesive experience for both clients and financial advisors, facilitating effortless onboarding, investment account creation, funding, and portfolio supervision with an emphasis on achieving more favorable financial results. It links users to carefully selected independent fiduciary financial advisors and allows for digital account creation within minutes, thus removing the need for paper forms and streamlining both cash and investment transfers. After accounts are established, Zoeโs innovative technology offers features like automated portfolio rebalancing, strategic tax management approaches such as tax-loss harvesting, direct indexing, and fractional share trading, all aimed at enhancing after-tax returns and sustaining target allocations. The Zoe Model Marketplace grants users access to diverse portfolios and investment strategies curated by renowned global asset managers, while also equipping users with tools to monitor performance and manage accounts in a collaborative manner between clients and their advisors. Ultimately, Zoe Financial aims to revolutionize the wealth management experience by integrating cutting-edge technology with personalized financial guidance.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$1,475 per year
Free Trial
No
Free Version
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Range
Founded
2020
Country
United States
Website
www.range.com
Vendor Details
Company Name
Zoe Financial
Founded
2018
Country
United States
Website
zoefinancial.com