This post is part of our live coverage of FinovateFall 2014.
Moving into the second half of our morning session, here is the team from iQuantifi, demoing the “Cashfinder” and “What if” features of its virtual financial advisor solution.
“iQuantifi is introducing two new features to make it even easier for users to create their own financial plan and achieve their goals. When a user does not have enough money to fund all their goals, our “Cashfinder” analyzes their budget and recommends which expenses a user can reduce to cover the monthly shortage. Our “What If” feature allows users to adjust their goals to see the immediate impact on their financial plan. By comparing two different paths to goal achievement, a user can determine which plan best fits their lifestyle.