The Latest On BrightLeaf Financial
5/6/2009
BrightLeaf Financial Network announced that its technology provider, SimpliFi, won Best Of Show at FinovateStartup 2009. FinovateStartup is an annual conference held in San Francisco to showcase innovative financial technology products and services. SimpliFi (www.simplifi.net) beat out 57 other participating companies for the award, which was voted on by more than 300 conference attendees, including financial services professionals, press and analysts.
“We’re excited that the technology that powers BrightLeaf has been recognized and honored by some of the industry’s thought leaders, and those who are changing the way financial matters are handled online,” said Bryan Link, Managing Director of BrightLeaf Financial. “Currently, less than 5% of Americans have a written financial plan, but those with a plan are 250% more likely to achieve their financial goals. We believe that everyone, no matter their income or tax bracket, should have access to professional financial planning tools and advice.”
Since 2008, BrightLeaf Financial has offered the SimpliFi™ Personal Planning Service to credit unions as the centerpiece of its suite of marketing, technology and training tools. Through BrightLeaf Financial, credit union members have the ability to develop their own financial plan. In the process, they receive advice on how to optimize their current financial situation, including credit, savings and protection needs, and begin the process of systematic savings and wealth accumulation to achieve their financial goals. Members also receive recommendations for credit union-related products to meet their financial needs.
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