Ellevest Financial Planning
from Ellevest
Standalone financial planning services for clients without a managed portfolio. Includes goal-based planning, retirement planning, tax planning, and estate planning. Offered as a standalone service at a flat fee.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Ellevest Financial Planning
Publicly available data.
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