Wouldn’t it be terrific to provide financial advisors, digital consumers, and workplace employees a unique and innovative AI driven solution that seamlessly leads users to the optimal personal financial decisions in a few minutes or less? When I retire, should I take the monthly pension benefit or rollover the lump sum to my IRA? Is it better for me to leave an orphan 401(k) with my former employer or to roll it over? Is a 15-year mortgage better for me or is a 30-year mortgage the better choice? I’m self-employed… what’s the best way for me to save for my retirement? What should I do with my stock options and how will I be taxed? Should I rent or is it better for me to purchase a home? Should I lease or purchase my next car? INTELLIGENT DECISION TOOLS™ can provide a significant competitive advantage, leading to better financial outcomes for users and increased implementation of recommended products and services! Simulating the process of how human financial advisors work with clients, IDT answers both routine and complex personal financial planning questions through a concise Q&A process that typically requires only a few minutes or less to complete. The result is specific recommendations based on the user’s profile. IDT is a new unique category… AI Enhanced Personal Financial Decision System. It is important to identify what IDT is not: It’s neither… traditional financial planning software, (e.g. How much do I need to save to retire?) Nor is it… portfolio management/robo-advisor software (e.g. How do I invest the money in my IRA?). Please visit our website to learn more about how this unique AI driven technology is revolutionizing financial planning and providing advisory clients, digital consumers and workplace employees with the holistic expert advice that is required to make the best financial decisions to achieve their personal goals.
