Wealthify Selects Moody’s Analytics Modeling Technology to Support Its Online Investment Proposition
June 22 2018 - 3:00AM
Business Wire
Moody’s Analytics, a leading provider of financial intelligence,
announced today that its technology has been selected by Wealthify,
an innovative provider of digital wealth management services.
Wealthify will be using the Moody’s Analytics Wealth Scenario
Generator (“WSG”) to assist clients in making informed decisions on
their investment plans.
The Moody’s Analytics WSG is a modeling engine that supports
financial planning and investment decision making. It has been
integrated into Wealthify’s online investment proposition to
illustrate a likely range of financial outcomes based on the
investment style and level of investment a customer selects. This
allows investors to better appreciate the balance between risk and
return.
“Our decision to work with Moody’s Analytics was driven by their
comprehensive modeling and technology offering,” said Michelle
Pearce, co-founder and Chief Investment Officer at Wealthify.
“Their solution provides the robust economic assumptions required
for our value projections, which are a key component of our user
journey.”
“Ensuring that an investor understands the relationship between
risk and return in the investment options available to them is
critical for making sound investment decisions. Our solutions allow
risk and return to be presented in terms of investing outcomes that
are meaningful to the customer,” said Phil Mowbray, Senior Director
of Wealth and Pensions Solutions at Moody’s Analytics. “We look
forward to supporting Wealthify in their mission to make investing
easy to understand and accessible to all.”
Click here to learn more about the Moody’s Analytics WSG.
About Moody’s AnalyticsMoody’s Analytics provides
financial intelligence and analytical tools supporting our clients’
growth, efficiency, and risk management objectives. The combination
of our unparalleled expertise in risk, expansive information
resources and innovative application of technology, helps today’s
business leaders confidently navigate an evolving marketplace. We
are recognized for our industry-leading solutions, comprising
research, data, software and professional services, assembled to
deliver a seamless customer experience. Thousands of organizations
worldwide have made us their trusted partner because of our
uncompromising commitment to quality, client service, and
integrity.
Moody's Analytics is a subsidiary of Moody's Corporation (NYSE:
MCO). MCO reported revenue of $4.2 billion in 2017, employs
approximately 11,900 people worldwide and maintains a presence in
41 countries. Further information about Moody’s Analytics is
available at www.moodysanalytics.com.
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Moody’s Analytics CommunicationsTRACEY SCOTT,
044.207.772.5207tracey.scott@moodys.comorMoody’s Analytics Media
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