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Balance Financial’s New Digital Workspace Helps Advisors Collaborate with their Clients and Colleagues

This is a part of our live coverage of FinovateSpring 2013.

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Second up, Balance Financial took the stage with its new digital workspace:

“Wealth management and private banking represent a great opportunity for financial institutions looking to increase revenue. Competition for affluent clients is heavy and most FIs lack sufficient client facing technology to deliver exceptional client experiences that help attract, engage and retain affluent clients while also helping to scale service delivery.
Our new digital workspace application is a simple and effective way to create a custom workspace for collaborating with clients & colleagues. With Balance, service professionals can create a simple client facing workspace in minutes for sharing files, financial data and managing projects while improving the efficiency and effectiveness of their service offerings.”
Product Launch: March 2013
HQ: Bellevue, WA
Founded: May 2004
Metrics: Our team of 14 employees has raised $2.3M to date and our platform serves 1,200 registered financial firms across the US. 
Twitter: @mybalance
Presenting Devin Miller (CEO) and Andrew Buhrmann (Director, Customer Success)