Consumer-focused financial planning software maker Planwise now allows agents to brand the platform with their photo and a call-prompt link to stay front and center with potential clients. Planwise, one of seven firms selected for the National Association of Realtors' inaugural tech accelerator program REach, helps consumers plan their finances by visualizing how large purchases and life events can affect their financial life and ability to buy what they want or need, such as a home. The platform, still in pilot phase, sells branded versions to agents, who can now include their photo, a bio and description of what they specialize in on the financial planning app. Users who come across Planwise via an agent's website, blog or a direct link shared by the agent are also greeted by th...
Mar 26, 2013 by Paul Hagey
Apr 25, 2013 by Inman