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No secret sauce. We are a SaaS company, not an AUM fee based company. We are not a robo advisor. We focus on retirement, tax advantaged accounts not cash accoun
by busque 10y ago
No secret sauce. We are a SaaS company, not an AUM fee based company. We are not a robo advisor. We focus on retirement, tax advantaged accounts not cash accounts. Compliance issues are perfect problems for computers to solve ;)