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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Legend
Raygar Khailany Is Turning the Financial Plan Into a Finished Product
Founder · Executive · Operator

Raygar Khailany Is Turning the Financial Plan Into a Finished Product

After two decades helping advisors outsource the work around advice, the PlanScout co-founder made a sharper bet: the most useful planning software may arrive with people attached.

raygar-khailany · planscoutRead →
Company
PlanScout Bought a 13-Year-Old Planning Engine - Then Turned 15 Hours of Advisor Work Into 3
Fintech · Saas · Enterprise

PlanScout Bought a 13-Year-Old Planning Engine - Then Turned 15 Hours of Advisor Work Into 3

Financial advisors have plenty of software and too little time. PlanScout's answer is a hybrid: buy the planning engine, add a human service layer, and return a client-ready plan in days.

financial-planning · retirement-planningRead →