Wealthfully™
Information Technology & Services - Atlanta, Georgia, United States
Wealthfully™ Employees
Wealthfully™ Details
Wealthfully is a software platform for financial advisors that leverages behavioral finance and emotional intelligence to help you understand every clients' deepest motivations and decision-making biases. Our platform helps each client discover their Purpose of Wealth ™, to create financial plans that go beyond spreadsheets, cashflow models and account balances.Learn more about Wealthfully and our key exercises at www.livewealthfully.com•Purpose Score tracks clients' fulfillment in life• Purpose DNA highlights client's core motivations• Friction EQ ™ uncovers why client's behavior changes under stress• Trials & Triumphs summarizes each client's Core Values• Purpose & Promise helps each clients define their unique Purpose of Wealth ™.
Wealthfully™ Technologies
Retargeting
Facebook Custom Audiences
Email Providers
Gmail
Load Balancers
Varnish
Tag Management
Google Tag Manager
Other
Google Apps
Hosting
Amazon AWS