December 2002
Financial Advisor features Finicity's Mvelopes Personal in article titled, “Upside Down, Inside Out- How top planners are helping clients get over their stock market shock and find new strategies for a new world.” Tracey Longo wrote:
'To ensure all their clients focus on finding more needed investment dollars, Secure Financial is test driving an innovative online cash flow management system called Mvelopes Personal. Instead of being a check register program, Mvelopes helps clients understand the impact their spending has in real time. It also encourages clients by showing them how diligent spending pays off.'
Click here to view the article
May 2002
Finicity Corporation Releases Mvelopes Personal 1.6
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December 2002
Financial Advisor features Mvelopes Personal in article titled, “Upside Down, Inside Out- How top planners are helping clients get over their stock market shock and find new strategies for a new world.” Tracey Longo wrote:
' To ensure all their clients focus on finding more needed investment dollars, Secure Financial is test driving an innovative online cash flow management system called Mvelopes Personal. Instead of being a check register program, Mvelopes helps clients understand the impact their spending has in real time. It also encourages clients by showing them how diligent spending pays off.'
View the article
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May 2002
Finicity Corporation Releases Mvelopes Personal 1.6
Top
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