About
At Factor Technologies, we are developing ground-breaking tools, platforms, and programs to solve problems for both financial professionals and individual investors. For financial professionals, we offer tools for automating asset gathering at extremely low cost to enhance business growth and profitability; tools for financial data aggregation, client situational awareness, and the facilitation of client referrals. For individuals, we are creating personal financial products that leverage the insights of behavioral economics. These products are designed to circumvent psychological pitfalls while simplifying and automating critical aspects of personal financial wellness. These offerings include automated savings and investing applications, and include tools that consolidate, visualize, and provide insights into various aspects of one’s financial picture.