Financial Advisors, Financial wellness Platforms
Boost engagement with your platform by rapidly bringing the client or employee's reality into clear perspective
Differentiating feature in a highly competitive market
SPENDiD's web application fits perfectly into the discovery phase of new user engagement, and invites return visits with periodic database updates
SPENDiD is a financial planning and cash-flow intelligence tool that provides demographically qualified, peer comparative spending perspectives and follow-on recommendations.
Any PFM Advisor or Financial Wellness Platform interested in the spending behavior and budget well-being of their clients has enormous amounts of data at hand just waiting to be utilized. The key is efficiently tapping into this data in actionable and beneficial ways - quickly and easily. Partnering with SPENDiD means Financial Advisors and Financial Wellness Platforms can enjoy a profitable advantage in a highly competitive market. You can be confident in SPENDiD’s ability to deliver – both in terms of the ease of adoption of the web application or API, and in the highly researched validity of the foundational demographic data.