Delphina launches personal finance platform
The platform tells users whether their finances are on track and suggests one action to take each month.
Delphina has launched a personal finance platform in the UK covering pensions, ISAs, savings, investments and property.
The platform tells users whether their finances are on track and suggests one action to take each month.
It projects finances for up to 50 years and runs market scenarios to estimate the likelihood of users meeting their goals.
The free tier includes an overview and monthly verdict.
Paid plans cost £79 a year for ten-year forecasts and £149 a year for lifetime projections and market simulations.
Separate financial coaching is also available.
Syd Lawrence, chief executive and founder of Delphina, said: “Most people in this cohort have no idea the date applies to them, and the ones who do are being sold a consolidation before anyone has shown them what the fee costs over twenty years. That is the gap.
“We are not managing anyone’s money and we are not selling a product at the end of it.
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