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Mobile app to help clients and financial planners work together. Find new prospects who need your expert opinion.
Platform for
Financial Planners
Financial Planners
Audience
Neck.app has over 250 initial sign-ups of people looking for financial advice
Neck.app is a comprehensive platform with pre-built integrations with financial institutions and ability to see the whole financial picture of a user
Platform
Acquire
Neck.app users can request a consultation with financial planner through embedded form and neck.app team will pass the leads to financial planners that partner with us
Onboard
Neck.app helps financial planners save time
by providing comprehensive financial picture of the user upfront
by providing comprehensive financial picture of the user upfront
coming soon
We are working on building a comprehensive platform for financial planners to help manage client’s portfolios with full visibility on the client’s asset structure and ability to rebalance the portfolio.
Neck.app is improving the platform to manage the financial planning process end-to-end
Contact us
If interested please contact info@neck.app, we would be happy to do a demo for you
