We have a prototype that aggregates financial information through bank accounts, and our algorithm creates an automatic financial plan that allows the user to achieve their goals. The need is to have a free, step by step and easy to follow a financial plan without having to hire a financial advisor.
Inside, Balio focuses its development on being a technology company that manages data to be able to profile customers with the best products, while preparing its architecture for a simple connection through our API with third parties. All this to offer adequate products to each profile saving acquisition costs.
We have extensive experience in web positioning, with more than 700,000 Y/visits to our blogs and forum.
fintech, wealthtech, and PFM
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