Our vision is to build innovative financial technology solutions that change the way advice is given to clients across the full spectrum of their financial needs.
We have automated the insights and analytics around an individual’s financials allowing us to deliver innovative goal suggestion and goals-based advice across savings, lending and wealth.
Our first product, RELIE is built to assist the industry in meeting its responsible lending obligations. It automates the capture of 365 days worth of a client’s income and expenses. It does most of the analysis for the user, determining mandatory and discretionary expenditure, income surplus and even highlights things of interest it identifies from the transaction data. We are the ONLY true responsible lending tool in the market.