Fintech leader MoneyDesktop has announced a strategic partnership with iQuantifi, the first virtual financial advisor to provide comprehensive planning advice. The partnership is designed to make it even easier for iQuantifi users to get a comprehensive and personalized financial plan.
iQuantifi’s unique engine provides users a robust financial plan with the specific steps necessary to actually accomplish their goals without the need to interact with a live person. By integrating MoneyDesktop’s industry-leading aggregation technology, iQuantifi users will experience a simplified onboarding process, better transaction categorization and high accuracy in goal tracking.
“iQuantifi shares our passion for driving innovation and enabling users to take control of a full financial picture,” said Ryan Caldwell, CEO and founder of MoneyDesktop. “The complete financial plan of iQuantifi is cutting-edge; we are thrilled they selected our powerful aggregation technology. We look forward to being an integral part of their dynamic solution.”
“Our mission is to help users achieve financial goals,” stated Tom White, Founder and CEO of iQuantifi. “Providing real-time advice requires accurate information and this partnership will streamline the process for the user and enable iQuantifi to provide more personalized advice.”
MoneyDesktop will allow iQuantifi to leverage account aggregation to access up-to-date information and provide users the most suitable advice on how to best manage their finances. This partnership solidifies iQuantifi’s position as the only virtual financial advisor that provides a real-time, personalized and dynamic plan without ever having to interact with a live person.
Located in the heart of Utah’s Silicon Slopes, MoneyDesktop is redefining the way millions of people interact with their finances by developing award-winning personal financial management (PFM), data-driven analytics and marketing technologies. As one of the fastest-growing financial technology providers, MoneyDesktop integrates their solutions directly into mobile and online banking, core and payment providers – positioning banks and credit unions as the financial hub of their account holders. MoneyDesktop currently partners with more than 460 financial institutions and 30 online banking, core and payment network providers.
iQuantifi is based in Nashville, TN and was founded by Tom and Karen White to provide sound financial advice to millennials and young families. iQuantifi is a virtual financial advisor that provides a customized financial plan to the user based on their goals and resources. This revolutionary technology provides continuous guidance to the user as life changes.