NOW Advisors

NOW Advisors is a provider of new platform will help advisors embrace robo-technology to add value to their practice. Put simply, it is about recording transactions, reconciling banks and producing financial statements.

Who is it for? Mostly small businesses and their accountants. They also list Accounting, Consulting, Finance and Robotics, so expect those to show up in the feature set. They are a large team, 501 to 1,000 people, which usually shapes who they work with. At that size expect formal onboarding, documentation and a longer sales cycle.

NOW Advisors is based in Salt Lake City, Utah and around since 2003. More on nowcfo.com.

Things worth asking about: bank feeds, multi-entity support, and accountant access. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used NOW Advisors? Rate it.