Inversimply, a Spanish company specializing in financial planning, has unveiled its new digital financial planning tool aimed at helping families take control of their financial situation. This free service, available in Spain, was launched on October 21 and addresses the needs of a population where over 60% of individuals report lacking a clear financial plan.
The personalized financial planning tool allows users to quickly assess their current economic status and develop strategies to meet their life and investment goals. The process requires no prior financial knowledge, making it accessible to a broader audience. In addition, clients benefit from ongoing support from a financial consultant who tailors solutions to individual circumstances and monitors the progress of their financial plans.
Adrian Viturro, the Director of Investments at Inversimply, emphasizes the importance of financial planning for everyone, stating, “Anyone, regardless of their savings, needs a financial plan. It is not about how much money you have today, but how you manage it to work in your favor.” The tool evaluates crucial factors such as family protection, savings, investments, retirement, and financial education, providing users with a comprehensive view of their financial health.
According to data from Inversimply, clients who adopt their personalized financial plans see significant improvements in their saving and investing capabilities, as well as reductions in financial stress. Viturro adds, “We want every person in Spain to be able to plan their financial future with the same clarity they use when planning their vacations.”
Founded in 2019, Inversimply is a financial planning platform dedicated to assisting families and individuals in creating tailored savings and investment strategies. The company employs certified financial consultants to offer investment funds, savings insurance, and mortgages. In addition to its planning and investment services, Inversimply also develops financial wellness programs for businesses.
For more information, contact Inversimply Financial Planning at 676 429 411.
