Hoxton Wealth App
from Hoxton Wealth
Client app that lets clients connect their financial world in one place, developed in-house alongside the firm's advisory service.
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.
Hoxton Wealth App
Publicly available data, summarised using AI.
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