Maven FinTech

Maven FinTech

Leveraging live interactive tools, this platform empowers advisors to customize inputs and assumptions, delivering tailored insights and strategies for clients’ portfolios. Clients can seamlessly input their information for automated lead generation, while advisors save time and enhance their services. Discover optimal financial strategies with thousands of potential scenarios, all easily accessible.

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Lending Navigator

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Top Maven FinTech Alternatives
  • Lending Navigator
  • Priority Software BA
  • Intelligent Portfolio
  • RIVO
  • My Financial Coach
  • Sorbet
  • FundView Financial Suite
  • Strad Professional
  • Fuel
  • Fund Investment Tool
  • Income lab
  • ROH
  • FinTrade
  • Series Enterprise Operating System (EOS)
  • Financial Fusion
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