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Description

Range is a comprehensive wealth management platform that aims to deliver contemporary financial guidance encompassing investment strategies, tax planning, retirement solutions, cash flow management, and real estate investments. Specifically designed for high-income professionals such as executives, entrepreneurs, medical practitioners, and technology experts, Range provides an extensive array of services that assist clients in optimizing their portfolios, enhancing tax efficiency, preparing for retirement, and tracking their financial performance. The platform boasts advanced professional-grade projections, creating thousands of intricate scenarios that factor in market fluctuations and personal data, revealing new avenues for growth and potential benefits. With a commitment to transparency, Range employs a flat-fee pricing structure that avoids any Assets Under Management (AUM) fees, allowing clients to preserve more of their wealth in the long run. Additionally, users can consolidate all their financial accounts into a single, user-friendly dashboard that updates automatically, effectively removing the hassle of managing disparate accounts and disconnected data. This innovative approach not only simplifies financial management but also empowers clients to make informed decisions about their wealth.

Description

Upside is a workflow analytics platform that supports teams who believe in continuous improvement. Upside is rooted in data science and machine-learning and helps teams find simple ways of becoming happier in their work lives. Upside combines charts and diagnosis with actionability to create a single product that has one goal: to help your people reach their potential and maximize engagement. You can all remain focused on your customers. Check out how your teams and their people perform this week or in a sprint. See what their trend looks like over time. Are they improving or decreasing? You can now see if your changes have been successful. Upside is a "immune system" that helps your business to adapt, learn, and deliver.