I attended FinnovateFall (Oct 4 and 5), where 56 companies large and small presented their latest technology innovations. Most of the solutions came from B2C firms, with a few B2B companies focused on small businesses, and one in particular (Ace Portal) addressing the private placement market. Solutions spanned product/service areas, ranging from bill payment to online investing. This post focuses on some of the most interesting solutions catering to the wealth management/financial planning space.
Personal Financial Management (PFM)