Description of the business for sale
Majority stake for sale in a game-changing patent-pending wealth management software start-up company. The models and software were developed by a Wall Street finance PhD with a team of quantitative developers, who can be part of the deal. Seeking a strategic partner to enter the $39 trillion global private wealth industry with a product that will revolutionize how financial advice is provided:
- Other consumer-oriented mobile apps tell you your chances of meeting retirement – ours tells you what to do to measurably increase these chances
- Only our adviser-oriented browser software includes the full set of investment and insurance product (including variable annuities and variable life) into the goal analysis and the process of optimizing cash flow plans, asset allocations, and investment / insurance product selection to increase the probability of meeting goals
- Only our software brings risk measures and scenarios, asset returns / volatility / dependency, and a powerfully modeled set of goals, cash flows, and return drivers into our patent-pending portfolio optimization process
- Our tablet solution brings a full financial planning analytics capability to an easy, popular format at a disruptive price point for advisers and consumers
Our app is live on Yodlee MoneyCenter and the Apple Store and will be released on iPad and tablet versions for investment professionals in early 2012. We have a growing pipeline of institutional alliances and interest.
Support / Training provided by seller
Full support, training, and ongoing consultancy is available from the seller / founder and lead developer.
Description of the facilities
Seller financing available