Switchboard

Switchboard is a revolutionary cash flow planning platform for financial advisers and their clients. Powered by a digital bank, Switchboard goes beyond aiding advisors in creating and illustrating concepts; it recommends optimal resource allocation and enables users to implement recommendations with a simple click of a button. With ongoing monitoring, the platform provides nudge-style recommendations that influence behavior and create favorable financial outcomes. By bridging the implementation gap and increasing net flows into the adviser business, Switchboard immediately enhances per-client profitability.