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.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Redwood Falls, Mn, Us
- Industry
- Technology, Information And Internet
- Website
- https://switchboardaf.com/
- Keywords
- Redwood Falls.
- HQ
- Redwood Falls, MN
Switchboard Questions
Switchboard's website is https://switchboardaf.com/
Switchboard's LinkedIn profile is https://www.linkedin.com/company/switchboardaf
Switchboard has
3 employees.
View email and phone details for 3
employees at Switchboard.
Switchboard's industry is
Technology, Information and Internet
Switchboard's top competitors are
Advicerco Inc.,
Gray Duck Clothing Co.,
Newleaf Financial Guidance,
The Latte App,
Zoom Zoom,
Pan-American Film Division,
Mazus Media, Llc,
Midpoint Ai,
Startup Mentor Ai,
Aviate Audio.
Switchboard's categories are Technology, Information and Internet
Switchboard's founding year is 2022
