FAQs
Will you actually be able to move the money for clients or simply illustrate how their cash flow should be implemented?
We plan to both illustrate the structure of a client's cash flow as well as implementing the automation of money movements. Our platform will automatically move money between client accounts, eliminating most manual transaction handling. Movement between certain accounts may be limited in early phases, but will quickly expand as our development processes continue.
Are you integrated with any financial planning softwares?
At the current time, we do not have any active integrations with existing financial planning software programs. We have received many inquiries from advisors regarding this topic and are considering integrating with certain planning tools if the functionality and timing makes sense.
How is Switchboard different from existing cash flow frameworks?
Switchboard is designed to not only plan out how cash flow should be allocated for clients, but to actually be able to execute these illustrations by moving money to and from accounts and institutions on the back end. Existing frameworks provide a methodology on how to think about and allocate resources regarding cash flow, but none actually move the money. That is where Switchboard differentiates from existing frameworks; illustrate, implement and automate.
When will Switchboard be available to advisors?
Currently, we are testing our beta application with our design partners. They are utilizing our platform to provide us feedback on features, functionality, workflows and the overall user experience. We will work with them to incorporate their feedback into our development efforts as we prepare to launch our initial live version that will be available to the public in the coming months. Our current timeline for this next phase is late Q1 or early Q2, 2024.
Can I get a demo of the Switchboard platform?
Absolutely. Simply schedule a demo directly from our website or email info@switchboardaf.com with your intent and someone from our team will reach out to schedule time with you.
I heard that advisors are eligible to invest in this project, how does that work?
We are currently raising our Seed round of funding. Although we are actively seeking and considering investment from multiple sources, we would like as many advisor investors partnered with us as possible. We would love to be able to proclaim, “Switchboard is built by advisors, for advisors, and funded by advisors.” To inquire about investment opportunities, simply fill out the form on our investor landing page on our website or email info@switchboardaf.com with your intent and someone from our team will contact you.