What does OnTrajectory do?

OnTrajectory is a Charlotte-based fintech developing cash-flow and goals-based planning software, neo-bank interfaces, and AI-driven solutions. These solutions are B2B2C and drive thought leadership into how consumers can and will see their financial choices in the future. The ProPortal empowers advisors to work collaboratively with clients to model financial strategies and visualize prospective futures in order to improve clients' financial habits over time.