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Maven FinTech

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Software Status:Active

About Maven FinTech

Maven FinTech is a holistic financial planning software from Maven FinTech that provides a comprehensive approach to financial management. It combines live interactive planning tools, an automated scenario builder, and easy onboarding to support users in making informed financial decisions. This software focuses on automation to reduce manual tasks, allowing financial planners to concentrate on client engagement and strategy development. The platform is designed to help users visualize complex financial scenarios and assess various outcomes effectively. Key capabilities: live interactive planning tools automated scenario builder easy onboarding comprehensive analysis client engagement features Best for: financial planners and advisors that need to create detailed financial plans for their clients.

Maven FinTech Details

Vendor
Maven FinTech
Year Launched
N/A
Location
155 N Wacker Dr Chicago, IL 60606
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean.
Users
Financial Analysts, Accountants, Risk Managers, Investment Advisors, Wealth Managers.
Industries Served
Financial Services, Banking, Insurance, Asset Management
Tags
Financial Management, Maven FinTech

Maven FinTech's In-App Market Place

Does Maven FinTech have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (Fr), CNY (¥), SEK (kr), KRW (₩), INR (₹), SGD ($), HKD ($)

Pros & Cons

  • Simulates thousands of scenarios to build an optimal financial strategy for clients.
  • Models Tax, Income, Spending, and Investments for comprehensive financial planning.
  • Live tools provide on-demand results for rich client discussions and life-changing insights.
  • The automated optimizer efficiently discovers the best financial strategy for client portfolios.
  • An easy onboarding wizard saves advisor time and facilitates automated lead generation.
  • The promotional text does not mention specific pricing tiers or subscription costs.
  • There is no information on direct integration with third-party software or custodians.
  • Security protocols like data encryption or two-factor authentication are not detailed.
  • Mobile accessibility for advisors or clients is not explicitly guaranteed in the features.
  • Client review or testimonials regarding the software's actual performance are missing.

Maven FinTech's Support Options

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