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.
| Website | https://switchboardaf.com/ |
| Employees | 3 (0 on RocketReach) |
| Founded | 2022 |
| Industry | Technology, Information and Internet |
| Keywords | Financial Planning Software, Wealth Management Platform, Financial Technology Solutions, Cash Flow Management, Investment Planning Software, Wealthtech Platform, Advisor Technology, Financial Advisor Tools, Financial Planning Tools, Portfolio Management Software, Financial Modeling Software, Client Portal, Digital Banking Platform, Practice Management Software, Cash Flow Forecasting, Resource Allocation Software, Retirement Planning Software, Client Communication Platform, Advisor Crm |
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Switchboard is based in Redwood Falls, Minnesota.
