New Financial Tools in 2018 For Both The Individual And The Industry

The time when you make New Year’s resolutions has already flown away, but with the assistance of new financial tools available in 2018, you can still set new business goals to ensure your financial well-being. These tools help by assisting you with all the information and forecasts you need to reach your business goals.

Technology has worked its way into almost every aspect of our lives and financial tools make a perfect example. There are many new tools available today that help both the individuals and the industry to make better financial decisions and put themselves on the route to financial success.

Now, if you are wondering what, precisely, these new tools are, here we have a list of new financial tools and applications that you can use in 2018 to achieve your financial goals for the year.

1. Jachin Capital’s iAdvisor

Jachin Capital’s iAdvisor is a live digital investing platform that offers simple and convenient portfolios to invest in. You, as a client, can invest in any of the 28 portfolios iAdivsor offers to build your wealth. Each of these portfolios comprises of complete list of stocks and allows you and other investors to see what you are investing in. The list of stocks is decided by the iAdvisor itself and you are kept updated about its performance once you have invested in a portfolio of your choice. Some of the investment portfolios cost the investors as low as $1000. The iAdvisor is available 24/7 on your mobile, computer or tablet so that you can easily access it anytime, anywhere. For those of you looking to make money, iAdvisor is your best choice that is capable to do so just in a few clicks.

 

2. Goalsmapper

Goalsmapper, just as its name suggests, is a platform dedicated to financial planning. You can plan your financial goals through this platform to enhance professionalism that will help impress your clients. Goalsmapper very precisely shows your clients’ financial performance with clear numbers showing the status of their financial health. Once you feed in your customers’ financial information, the Goalsmapper presents that information in simple and powerful charts. The clear and precise results help you advise your client to make better and smarter financial decisions.

 

3. Schroders’ InvestIQ personality test

Behavioral scientists have lately come up with an online test called the Schroders’ InvestIQ personality test that helps investors determine their financial personality. You, as an investor, can take this test to find out what behavioral traits have an impact on you and how you use them to make better decisions. The test requires even less than eight minutes to send you a final report containing all the information you need.

 

4. Financial Ruler

Financial Ruler, being a strong platform for everything related to finance, is an all-in-one tool that not only plans but also tracks and manages all your financial requirements. Financial Ruler caters to the needs of everyone irrespective of what they want to do. Whether you’re looking to track your assets, manage your insurance securities or plan a retirement, Financial Ruler is the tool tailor made for your specific needs. The tool also allows you to manage your friends’ or family’s portfolio along with yours. It also helps keep all your financial data in one place where you can easily access it, making your documentation paper-free. For your convenience, Financial Ruler can be used on any device, be it a smartphone or your desktop. Besides, it’s easy to use and helps keep track of all your finances allowing you to make better decisions based on the information presented to you.

 

5. Mint

Mint is, probably, the best application for keeping track of your money and managing it at the same time. It’s an efficient tool that tracks all your spending and creates a budget for you to follow. All your bank accounts, credit card accounts, finances and bills can be fed into this app to get them all in one place. You don’t have to log into multiple accounts anymore as all the information you need will be in Mint. Mint keeps reminding you about your dues and helps you remain within your budget.

 

6. Wally

Hands down, Wally is the best app for tracking your expenses. It lets you get an insight into where all your money is spent and helps in keeping you on a budget. The app is very easy to use and doesn’t require you to feed in all your expenses. It will do so once you take a picture of your receipts. Wally is a handy tool that makes tracking of personal expenses an easy task.

 

7. Personal Capital

Personal Capital is an advisory platform that helps you make better decisions by managing your financial assets and providing advice on what strategies you should be following. As all your accounts are linked to this app, it updates your net worth without you having to feed in all the data. It shows all your investments, tracks your cash flow and helps you balance risks. This tool is the ultimate solution for all your personal finance needs.

 

8. LearnVest

LearnVest is a personal finance planning company. It operates to change financial behavior by helping you out in cutting down on your expenses and investing your money. Available on almost all your devices, the tool helps you classify all your expenses into categories such as, groceries, personal expenses, bills, etc. LearnVest also helps you identify your spending and allows you to make better investment decisions.

 

So, with so many financial tools available today, managing your personal and business finances has become easier than ever. All the tools and apps listed above have a large and loyal customer base that certainly signifies the efficiency of these products. The tools above, by far, are among the best financial tools that you can use in the year 2018 and beyond to help put your finances in order. Moreover, using these tools is far easier than using the old school methods of managing your finances and for this you have technology to thank. Just make your choice and put yourself on the rout

(By ZUUonline)

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