About financeXpert.com, Inc.

financeXpert.com, Inc. provides technology solutions and consulting services to independent financial advisors, banks, brokerage firms and trust companies to help them improve customer retention, boost recurring revenues and increase profitability.

financeXpert, Inc. is a privately-held Washington State corporation, founded in January 2000 by veteran financial consultants who led the industry’s adoption of practice methods and professional ethics for the past 20 years.

financeXpert’s CEO Jack Bunt has served on the board of a NYSE company and has extensive experience in leading rapid growth businesses. Our advisory board includes one of the four most influential persons in financial planning (according to Financial Planning Magazine) and one of the top ten persons in financial planning (according to Accounting Today).

The following Core Values have been adopted to guide financeXpert, Inc’s long-term vision:

• Planning tools should simulate the real world complexities that financial advisors and their clients face when making decisions
• Financial service professionals and their clients deserve to have access to the best technology for analyzing choices and managing assets
• Cost should not be a barrier for any financial service professional to have access to the best tools.
• Technology should be easy to use financeXpert, Inc. believes that it can dispel the myth that financial software must be simple-minded to be easy to use.