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FlexScore Debuts the Advisor Version of its Web-Based Financial Planning Service


This post is part of our live coverage of FinovateSpring 2014.

FlexScore is making its way to the stage next. The company is debuting its FlexScore Advisor Version.

“FlexScore gives you total financial clarity wrapped up in a single score. Until now, there has never been a product or service that truly meets the needs of both the financial advising community and your average everyday household that has a need to plan financial and find appropriate (not ‘sold’ with high commissions and kickbacks) products and services to solve its problems. 
Over the last 3 years we’ve been developing this web-based financial planning service to benefit both consumers and advisors. We are announcing at FinovateSpring 2014 that FlexScore has created an Advisor version.”
Presenting: Jason Gordo (CEO) and Jeff Burrow (COO & President)

Product Launch: April 2014
Metrics: $2.5 million raised to date; 7 employees
Product distribution strategy: Direct to Consumer 9B2C), Direct to Business (B2B), through financial institutions
HQ: San Francisco, California
Founded: April 2012
Twitter: @myflexscore