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# Simplified Finance Platforms
'WeVest' Makes Online Financial Planning Streamlines Personal Finance

By Michael Hemsworth | Published 2016-06-17 | Tech
Source: Trend Hunter, https://www.trendhunter.com/trends/online-financial-planning
References: [betalist](https://betalist.com/startups/wevestmoney) & [wevest.money](http://www.wevest.money)

It's often difficult to know what the best use for your money is when it comes to now and the future, so the 'WeVest' online financial planning platform is designed to help eliminate stress.

'WeVest' works by simplifying the kinds of questions that consumers have and offering a scaled-down answer that isn't conveyed in a series of confusing ways.

'WeVest' puts three questions into perspective: How am I doing? What should I do next? What will that get me? This approach helps to make online financial planning easier than ever and put things truly into perspective.

'WeVest' helps to offer palpable advice for consumers who are experienced or new to the world of finance to effective plan out what needs to be done to stay financially fit.

## Trend Insights (Trend Hunter)

- Score: 2.6/10
- Popularity: 23% | Activity: 47% | Freshness: 8%
- Audience gender: 50% men, 50% women
- Primary generations: Millennial, Gen X
- Top markets: North America

## Categories

[Trend Hunter](https://www.trendhunter.com/trends) > [Tech](https://www.trendhunter.com/tech) > [Mobile](https://www.trendhunter.com/mobile)

## Key Themes

### What Makes This Trend Stand Out

- **Simplified Financial Planning:** Opportunity to offer easy-to-use financial planning tools for consumers.
- **Streamlined Online Financial Advice:** Opportunity to provide simplified, concise financial advice for consumers.
- **Personalized Investment Guidance:** Opportunity to develop personalized investment plans for consumers based on their financial goals.

### Sectors Adopting This

- **Personal Finance Management:** Opportunity for companies to develop user-friendly platforms for effective personal finance management.
- **Robo-advisory Services:** Opportunity for innovation in the growing industry of robo-advisory services that offer automated investment advice.
- **Technology-based Financial Planning:** Opportunity for companies to use advanced technologies like artificial intelligence and machine learning to offer improved financial planning services.

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