FinWheel: Revolutionizing Financial Planning
FinWheel is a cutting-edge AI-powered financial planning tool designed to meet the diverse needs of individuals and businesses. It offers a comprehensive suite of features that make managing finances easier and more efficient.
The tool provides access to an AI Financial Consultant Agent available 24/7, ensuring that users have round-the-clock support for their financial needs. Its Dynamic Brokerage Interface comes equipped with all the necessary tools to manage employees, business 401K planning, payroll systems, and more.
FinWheel also offers a Simple and Easy System for employees to manage their 401k/IRA plans at home and on the go, while ensuring compliance with regulatory and tax standards.
For businesses, FinWheel's Investing for Business ensures that savings and 401K/IRA programs are properly managed and executed. It also boasts a 150% increase in efficiency with 401K plan management and is compatible with 14+ payroll software connections.
With no extra fees for account holders and 24/7 Fin AI Support, FinWheel is committed to making investment management accessible and stress-free.
In addition, FinWheel offers simple tax-advantaged financial planning for employee IRA and provides FREE Consultations to help users make informed decisions about their finances.