Related Products
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About
Range is an all-in-one wealth management platform designed to provide modern financial advice across investments, taxes, retirement, cash flow, and real estate. Tailored for high-income earners such as executives, entrepreneurs, doctors, and tech professionals, Range offers a comprehensive suite of services to help users balance portfolios, optimize tax strategies, plan for retirement, and monitor financial progress. The platform features professional-grade projections, generating thousands of advanced scenarios that account for market changes and individual data points, uncovering new opportunities and potential upsides. Range operates on a transparent, flat-fee pricing model with 0% Assets Under Management (AUM) fees, ensuring clients retain more of their wealth over time. Users can aggregate all financial accounts into a single, organized dashboard that updates automatically, eliminating the need for scattered accounts and siloed data.
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About
When you simplify your financial planning youโre doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Donโt miss out on referrals because clients canโt see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients youโre meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Professionals seeking a platform to manage and optimize their financial portfolios across various domains
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Audience
Institutions requiring a platform to improve their financial planning operations and grow their business
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$1,475 per year
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$149 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationRange
Founded: 2020
United States
www.range.com
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Company InformationSimplicitree
United States
www.simplicitreeplan.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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