Planner Bee

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Development Type: Web/Finance

Project Description: We built Planner Bee to bring better, personalized financial advice to everyone.

Financial planning hasn’t kept up with today’s technology. On both the client and advisor side, the process is bogged down with paperwork and disparate data, preventing most people from getting a full picture of their financial status. Without a consolidated view, it’s hard to see how you’re really doing—like if you have adequate insurance coverage. Or how your investments are performing, even how your cash flow is like across

Customization Features: API Integration, Customized CMS Programming, Customized Check Out Options, Website Design, Consultation & Development

Go Live Date: 15 Jan 2021

Web Maintenance Start Date: