2013年8月21日星期三

Financial planning platform has some common characteristics

Financial planning platform has some common characteristics

1) the Internet as the main service Electric Resistance welding carbon steel tube channel;
2) with automatic, intelligent algorithm for the user to provide services, significantly reduce the service cost;
3) focus on personalization and customization, and the long tail market;
4) financial plans clear and transparent, the user has complete information and options;
5) simple operation, users don't need too much finance knowledge can be independently;
6) low capital requirements, common threshold in hundreds of dollars, and often thousands, millions of magnitude assets requirement is quite different from the traditional financial management consulting;
7) mostly have a mobile application, the user 3D eblow Carbon Steel pipe fittings can make full use of fragmented time and fragmentation of capital to finance.
8) cost transparency, low;

These characteristics from the Internet technology and the concept on the financial planning/consulting business in-depth application, embody the distinctive spirit of the Internet (pratt &whitney, equality and freedom of choice), and not just financial planning/consulting online channels hydraulic equal tee pipe fitting to expand. So they are both the innovation of traditional financial planning/consulting and reactionary, also the extension of the market to the traditional financial planning/consulting industry cannot cover the crowd, just as the Personal Capital CEO Bill Harris said: "this is the largest I have ever met in the market. In the United States 32 trillion Personal investible assets management market, is the national twice GDP. Moreover, the market has not yet been rulers. Even giant Fidelity Fidelity and Schwab (Schwab) also account for only a small share of the market."

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