SuperRico

superrich

Platform that connects financial planners and people

The user can calculate their financial goals, especially retirement, and analyze the progression of their life projects. To support financial decisions and choices, the solution identifies behavior patterns and recommends knowledge trails with pills and video mini-courses. You will always have a Financial Planner available to ask questions!


- TALK TO THE FINANCIAL PLANNER

Technology is a facilitator to organize financial life. SuperRico connects the user with a financial planner whenever necessary:

• Help from a chatbot with the most frequently asked questions
• Connection with an online financial planner
• Using WhatsApp for chat, audio and video chat
• Scheduling a meeting with the financial planner

SuperRico has a team of experienced, CFP® certified financial planners available to provide all financial advice.


- GOALS CALCULATOR

Start your financial wellness journey by setting your goals:

• Choose your goals from the recommended list
• Calculate and establish each objective according to your financial reality
• Track the progress of your goals on the dashboard

SuperRico makes macroeconomic projections and constantly updates the evolution of objectives according to the investor profile of each user. We calculate all dreams and turn them into goals on the Financial Vitality Curve©.


- EXPENDITURE CONTROL

Post your expenses and find out if there is money left or not in your account. Our goal is for your spending decision to be informed.


- FINANCIAL EDUCATION TRAILS

We analyze the financial behavior of each user as well as the progression of goals and set up personalized financial education trails:

• Thematic and contextual trails
• Financial education and economic psychology pills
• Minicourses

All content is customized and developed by CFP® (Certified Financial Planner) certified financial planners.


- TOOLS AND SOLUTIONS

Access several solutions and tools such as foreign exchange, insurance, loans, real estate financing and various services for you to put your financial planning into practice.


- FINANCIAL HEALTH THERMOMETER

It is the tool that measures your financial health. According to the colors, it indicates:

• Red: it's time to review your expenses to understand your level of indebtedness.
• Yellow: your money is not missing, but you are not saving. Although the bills are up to date, an unforeseen event can cause you a problem. It's time to build your emergency fund.
• Green: you have a positive budget and balanced finances. This is the time to think about enhancing your goals.


- REMINDERS AND ALERTS

To help people with their everyday financial decisions, we nudge you with reminders and alerts:

• Alerts whenever objectives are out of plan (red bar)
• Incentives when reaching the goal
• Educational content update notices
• Solution recommendations