Company Performance Metrics
Timothy A. Swoboda: Founder
MoneyFAX is our free, comprehensive due diligence report on the background, experience, and competencies of financial advisors. No longer does the client-investor take on the risk of entrusting the wrong person. MoneyFAX provides due diligence at your fingertips. Verifiable, reliable information in an easy to read format, MoneyFAX helps the
client-investor answer the question, “Who’s Managing Your Money?”
For the subscribing financial advisors, MoneyFAX serves as the new channel to growing their business. Gone are the days of over-reliance on referrals and the associated expenses (i.e. fees, marketing). MoneyFAX not only differentiates a financial advisor from the competition, but is the tool for building trust through transparency. Clients trust transparent financial advisors. MoneyFAX provides transparency. MoneyFAX is the financial advisor’s competitive advantage & growth.
MoneyFAX was created by Tim Swoboda, an experienced financial services auditor.
