Description
getquin Advisory provides digital financial advice focused on clients’ interests rather than banks, funds, or insurers, with fair and transparent compensation. Clients can optionally aggregate investment, insurance, real-estate, and other financial data in getquin to receive a tailored financial plan; advisers then discuss the client’s situation and optimize the strategy. The service includes a free introductory consultation, personalized retirement-planning strategy, actionable recommendations, and ongoing access to the platform and getquin expert team.Technology & Skills
Uncover the hard and soft skills and tools employed by the organization, and gain insight into the technologies that drive their success