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ELLI Platform provides API services tailored for financial institutions, including banks and insurance carriers, to manage portfolio risk and prevent asset leakage. The platform also offers tools supporting financial advisors and DIY users with financial planning and readiness needs. It delivers a comprehensive organizer for estate, life, legacy, and caregiver documentation.
Updated 2 months ago
Funding
Funding not disclosed
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Founders
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Product
Features
- ELLI Platform provides API services tailored for financial institutions, including banks and insurance carriers, to manage portfolio risk and prevent asset leakage. The platform also offers tools supporting financial advisors and DIY users with financial planning and readiness needs. It delivers a comprehensive organizer for estate, life, legacy, and caregiver documentation.