Automated Cash
Flow Management
Maximize efficiencies with an intuitive
platform made by advisors, for advisors
Say hello to a new era
of cash flow planning
A flexible and visually engaging platform
Switchboard is the first money movement platform that enables advisors to clearly illustrate their client's current cash flow, explore opportunities, and implement more efficient solutions.
Save time and increase efficiencies while improving per client profitability.
20
Of clients getting
advice follow it
244
Value of behavioral
coaching
90
Value of savings and
withdrawal guidance
A must-have in your tech stack
Efficient
Save time and maximize efficiencies by
automating your cash flow management process
Adaptable
Easily make changes over time as priorities evolve
Automated
Close the implementation gap by automating the
movement of money directly from our platform
How it works
Cash flow is the foundation of the financial planning process
- 1Illustrate your clients' current state with our visual planning board
- 2Discuss more efficient ways to allocate income based on client priorities
- 3Automate recommendations with the click of a button
Who is Switchboard?
Switchboard was created to enable advisors to streamline the illustration and implementation of cash flow advice.
Our goal is to simplify and automate cash flow planning to save you time and drive better client outcomes.
Simplify your cash flow management
Automate your process with a flexible and intuitive solution
Your clients deserve deeper and more efficient cash flow advice, and you deserve an easy-to-use tool that saves you time and increases profitability.