A Consumer-Grade Interface
BodesWell hides the math of rigorous financial models and projections of the future behind a beautiful, intuitive interface. We let your customers build and manage their own goals-based financial plan all by themselves.
With a B2B business model
BodesWell partners with large financial institutions to co-develop a version of our software for your target audience. If you already employ financial advisors, but can’t extend the benefits of planning to millions of your customers, BodesWell can help. If you need a visual way of letting your customers start planning themselves before contacting an advisor, BodesWell will help you pre-qualify that relationship. If you need a way of putting your products in the context of a customer’s life without the cost associated with a human planner, let's discuss.