Products
We offer a suite of digital tools to help customers analyze and dissect all the important aspects of their financial life. At Finalyze, we also use human expertise to bring real-life expertise to supplement (and humanize) our technological analysis. In that way, our customers get the best of both worlds: innovative technology and experienced professionals.Social Security Analysis
$1995
There are hundreds of options and thousands of rules when it comes to claiming Social Security benefits. Our tech provides information to help identify the best social security options.
Investment Analysis
$2995
Risk and fees can slowly erode a portfolio. Our tech provides information to help identify risk factors and internal fees in an investment or retirement portfolio as well as measure past performance.
Retirement Analysis
$4995
Running out of money in retirement is a major fear among retirees. Our tech provides information to help manage your expenses and inflation while mapping out income and distributions.
Advanced Technology
We provide individuals and families a customized analysis of their personal finances using cutting-edge technology. There has never been a better time to maximize your financial wellbeing using the newest evolution in Fin-Tech (financial technology).
Licensed Professionals
Sometimes using advanced financial software can be complex and complicated. That is why our team of experienced professionals at Finalyze are available to speak live and help decode a customers customized analysis.
Low Cost
Paying ongoing asset management fees to a “Robo-advisor” can compound overtime and provide with you with template, online solutions. At Finalyze, you pay one low cost to finish analysis and develop your custom financial plan, so you can move on to enjoying your life.