Einstein Fi
Financial Software · United States · 11-50 Employees
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Overview
Headquarters
United StatesWebsite
www.einsteinfi.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Einstein Fi
Einstein FI offers comprehensive financial planning software designed for financial advisors, enabling them to create engaging and easily understandable plans for their clients. The software features a dynamic income planning tool that operates in real-time, allowing for live presentations and customized reports. It is tailored for individual firms with personalized branding and includes a household-centric database and built-in portfolio analysis. The company aims to enhance advisors' connection rates and closing ratios through its innovative tools and a 21-day challenge program.Explore more
Popular SearchesEinstein FiSIC Code 73,737NAICS Code 51,513Show more
Einstein Fi Org Chart
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Einstein Fi Tech Stack
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Einstein FI offers comprehensive financial planning software designed for financial advisors, enabling them to create engaging and easily understandable plans for their clients. The software features a dynamic income planning tool that operates in real-time, allowing for live presentations and customized reports. It is tailored for individual firms... Read More
