Today our team has launched a new release that is 7 years in the making.  In the early days of our company, we spent a lot of time in the discovery and validation of Customer Development recruiting early clients and financial professionals to help us understand the problems they faced and how we might be able to help.  We learned the basics of daily money management and began developing the core

We recently updated our Privacy Policy and I wanted to take the opportunity to give you the highlights of the changes.  This update was mainly done to coincide with some upcoming product enhancements that we will be launching in the coming months.   As always, if you have any questions just send them to membership@balancefinancial.com

Today our team is excited to announce a new suite of products specifically designed for financial professionals.  At Balance, our mission is to develop a large scale alternative for managing personal financial chores.  Most Americans still do not have a budget, stress over their finances and waste a good deal of time and money trying to stay on top of financial chores.

We have recently made some changes to our Service Agreement that are important to note.  Based on feedback and our continued efforts to support financial professionals who rely on Balance, we have separated our Services Agreement for Financial Professionals into two separate Service Agreements.  Moving forward, Financial Advisors who have View-Only accounts with Balance will use Balance based on the Services Agreement for Financial Advisors.  Further, we have released a new set of terms for Professional Bookkeepers who are using Balance with Full Access to client

Over the last several years our team has come to appreciate the many different personal finance tools available.  We have used every major piece of personal finance software on the market and have been impressed with most of them.  However, these tools are all just vacuum cleaners.  They are very effective; we just don’t think most consumers want to push them around.  People seem to like the results but not the effort.   

Balance is a financial analytics company focused on really helping individuals and families live a balanced financial life.  Our team is made up of product, engineering and analytics experts from a variety of industries with a deep focus on financial services.  We have designed, built and implemented industry changing products and solutions using analytics and customer intelligence principles.  Our guiding philosophy to make analytics work as a product innovation center includes the following:

Balance Financial has been awarded the opportunity to present it’s personal bookkeeping software and services at FinovateSpring 2011, a must attend event for any financial technology executive or investor on May 10 and 11, 2011 in San Francisco.