Most popular financial apps today focus more on short term month-to-month budgeting. Toast fills in a niche that hasn’t been addressed: a stable, long-term plan to secure clients’ future financial success.
Toast aims to be an add-on for eMoney's on-going financial wellness app, Avocado. While Avocado will help users manage budgeting and track expenses; Toast is a consumable API that generates a financial plan given client input. We also developed a user interface to ease client and advisor workflows by leveraging the API.