Range
Wealth management platform that manages investments, taxes, equity compensation, estate and retirement planning with on-demand financial analysis
The product is a wealth management platform that combines human financial planners with software to manage investments, taxes, equity compensation, estate planning and retirement planning in one place. It is for individual consumers and households seeking ongoing financial planning without high asset minimums. It is delivered as a membership-based platform with tiered plans and a dedicated team supported by technology that monitors finances and provides on-demand analysis.
Key features
- Investment portfolio management
- Tax planning and projections
- Tax filing for complex situations
- Equity compensation planning
- RSU and stock option guidance
- Estate document creation
- Retirement planning
- On-demand financial analysis
- Account aggregation and monitoring
- Personalized evolving financial plan