StartUpMonday #25: FinTech Startups that Help you Use and Grow Your Money More Efficiently
Financial Technology can help you ease your financial burden and help you grow your funds. With a wide variety of products and financial advisors out there it can be overwhelming to make sure that you are making the best decisions when it comes to your finances. Let these FinTech startups do the hard work for you:
InvestGlass Lets You Put a Robot-Advisor to Work for Your Clients
The financial industry is constantly changing, and so are the needs and desires of wealth management and professional investment customers. InvestGlass takes some of the hard work off of the wealth manager or financial advisor by putting a robot-advisor on the job.
The robot is connected to trends, news, and your client’s profile, and will make proposal recommendations as the market changes. The system is also built to allow for direct customer experience. You can use the software to share research and investment proposals with your clients. While InvestGlass makes it easy to create proposals for your customers and stay on top of their portfolios, it also leaves an easy to follow audit trail for your company to track what employee changes are being made.
This Switzerland built software is built with a complete CRM (Customer Relation Management) solution to track and update your customer accounts and information. InvestGlass also makes the creation of financial proposals easy by allowing you to write and customize proposals to match your company brand. You can enter your logo and choose colors to put together the winning presentation to close that deal and turn your prospect into your next client.
YNOME Helps You do Your Wealth Your Way
With technology and social media at our fingertips before most people make a decision on a vacation, a restaurant, or their next big purchase they are looking up reviews to see what other consumers think. If we are so careful to check reviews before we spend any of our hard-earned money, why do we not check reviews on who we let handle our money?
Co-Founded by David Bruno, YNOME is a Switzerland based startup that is an innovation project of UBS Wealth Management. You are able to enter your profile information and the system can use that information to help match you to a provider. You also have the option of looking through and reading reviews from other consumers to hear what their experiences have been with a provider you are considering working with.
Offer your voice and experience to help others make educated decisions on a provider. Have you had a great experience with your current provider? Then post a review and let others know what a great company you work with. Have you had a bad experience with a company in the past? Post a review and let others know so they won’t have the same experience. YNOME helps you make educated decisions on where to take your money and you can help others to do the same. Right now ynome.com is offering a 1 year free membership when you complete a 1 minute survey. Give it a try!
BlueVine Fills the Gap While You Wait for Customers to Pay
All small business owners know that things can get tight when you are waiting for your customers to pay within their net 30 or net 60 pay periods. Just because your customers have extra time to pay you doesn’t mean that your accounts payables aren’t needing to be paid in the meantime. With your cash tied up growing your business, or even maintaining it can be challenging.
BlueVine offers a solution for small business owners everywhere, allowing owners to take cash advances from their invoices. This allows businesses to continue running while they await payment from customers, they can make payroll and buy needed inventory. As a small business, you have access to what invoices you want to submit. Approval on your first request only takes 24 hours and additional requests can be approved in as fast as an hour. BlueVine’s Chief Technology Officer and CO-Founder, Nir Klar, has plenty of experience building web and mobile platforms and earned his degree in Computer Science from Israel Institute of Technology.
BlueVine isn’t just about providing cash management options to small businesses, they work to provide excellent service and a quick turn-around time with