HapNav -
The Happiness Navigator!
Giving You The Controls To Your Finances With The World's First End-User Financial Planning App With Open Banking Inside!
HapNav is a unique wealth financial planning offered in association with Envizage (a trading name of Lifescale Limited), a WEALTHTECH 100 company in 2020. Together, we develop simulation-based analytic software that helps consumers identify, understand, and manage the risks to their plans. The WEALTHTECH100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts.
Why Is This App Important?
Distributors and their wealth tech buddies are sat on client data because it is how they get paid — holding their clients hostage so they can tap into assets for their fees.
User-centred wealth tech applications enable people to take control of their own finances, and for Advice-only Financial Planners to offer all their customers an empowering and portable planning experience.
Why Now?
All historical wealthtech applications are distributor centric.
Until now!
Following GDPR, the global divergence of adviser and distributor roles, and the need to better support a post covid economy, the market needs user centric applications.
Hapnav has been shortlisted as Investments life and pensions money facts awards finalist in best use of technology in the investment life and pensions sector
TRY IT NOW ON 30-DAY FREE TRIAL
Test drive HapNav with our 30-day free trial.
Let us know what you think. www.hapnav.com
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