Practice Management
MoneyGuide Pro founder to launch home planning tool for advisors
Lilly Riddle / Mar 17, 2025
The tool, which fintech startup GetWyz expects to launch this summer, aims to help advisors give their clients a definitive date for homeownership.
GetWyz, the financial planning software startup founded by Bob Curtis, announced at the annual Technology Tools for Today (T3) conference in Dallas that it is working on a new technology application for first-time home buyers.
The software will provide a home ownership planning service for advisors and their clients, using data inputs to estimate the date by which a user will be able to buy a home. It will also have a direct-to-consumer format. Peter Stanton, president of GetWyz Network, LLC, said the tool is different in that it treats real estate and mortgage options as assets for advisors to manage.
The idea for the tool came about when Stanton and Curtis realized that certified financial planning (CFP) platforms don’t treat home ownership as a planning service — a ‘failure’ of the field, he said. Another impetus was the rising age of first-time homeownership; in 2024, the median first-time homebuyer was 38 years old, according to the National Association of Realtors, about 10 years older...
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Practice Management
citywire ria
Mar 17, 2025
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Mar 17, 2025
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