1787fp

Powerful Financial Planning Software in your Pocket


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1787fp: Fast Facts


1787fp is a forward-thinking financial technology company dedicated to empowering users to take control of their financial lives in one place.

Our platform combines streamlined financial management tools with professional-grade financial advice to make working toward your financial goals simpler, smarter, and more accessible than ever before. 


 

The Future of Financial Planning


We’re living in a golden age of financial innovation.

The rise of fintech has led to an explosion of apps and platforms aimed at giving people more visibility and control over their money. But that has created as many problems as it has solved.

The financial landscape is fragmented, with the average consumer visiting 7 different websites per month* in order to manage their complete financial life. 

Meanwhile, a new generation has entered the financial scene.

*1787fp 2016 Wealth Management Survey

Next Level Financial Planning In Your Pocket

With 1787fp, you can carry your entire financial life with you in your pocket.

Track finances
Nix the calculators and spreadsheets. 1787fp provides a consolidated view of all your financial accounts. Visualize and monitor your financial accounts − on one easy-to-use platform.

Manage investments
Wealthy clients and institutional investors have had access to the best advisors, money managers, and processes for years -- now it’s your turn. Manage your money like the pros, without the high fees from big brokerage firms.

Personalized approach
No one-size-fits-all advice here. With 1787fp, get financial advice that is tailored to your goals and your needs.  


Your One Stop Financial Shop

No more bouncing back and forth between seven or more different websites. 
1787fp consolidates everything you need to know about your financial well-being into a single, streamlined platform. 


Grow Your Wealth Like A Boss


Personalized For You


We believe in keeping the “personal” in personal finance.

With 1787fp serving as the hub for all our user’s financial accounts, we’re able to develop a rich picture of each user’s finances, including credit scores, financial accounts, loan accounts, investment information, and income. This data will help us develop smart, customized offers for our users directly within the 1787fp software platform.

Most importantly of all: 1787fp employs bank-level security when handling our users’ sensitive personal information, so users can rest easy knowing their financial lives are safe with us. 


Progress To Date


Up Next
 

We’re ready to roll up our sleeves and get to work building even more amazing features to empower our users to take control of their financial lives.

Want to know more about the future of 1787fp and how you
can be involved? Request access to the Business Plan tab of this profile, and let’s talk! 


Meet the Team
 

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