From budgeting to retirement to investing there are many new finance companies that help us manage our money in different ways. But one of the most important things that we need is to provide access to the information about our money to our trusted advisors.
Balance provides a solution based on work spaces and collaboration where financial professionals and clients can have all their information in one place, connect, and work together to plan for financial goals and implement the corresponding projects.
In this interview Devin Miller, CEO and Co-founder of Balance, talks about the service and how it works:
Connect your accounts and provide customized access to your financial professionals here >>>
