Although they have frequently been labeled as materialistic, spoiled and saddled with a sense of entitlement, many millennials feel that they will not be able to achieve material goals like finding their dream job, buying a house or retiring until much later in their lives than their parents did. (source Investopedia)

Enter finGeniX.

Ciright has developed the technology infrastructure for finGenix (a Ciright Company) to offer a financial tool to Regional Banks, Independent Broker Dealers and the RIA Community.

Via mobile application, this solution provides a straight through processing experience with direct access to automated advice to complement fee based advisory solutions or go direct to the Millennial marketplace.

For the Millennial investor, this new technology allows him/her to take control of their investing in a goals-based environment.  In addition, finGeniX was formed as a PBC (Public Benefit Corporation) which expand the obligations of boards, requiring them to consider environmental and social factors, as well as the financial interests of shareholders.

finGenix’s approach to investing and wealth transfer completely aligns with the Millennial generation.  Currently in beta testing, the finGenix mobile application will launch by year end.  
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Joseph Callahan, CEO of The Ciright Companies was recently named EY’s Technology Entrepreneur of the Year – Philadelphia.  To view Joe’s acceptance speech and get a sense of his passion for technology, click here: https://vimeo.com/172458978   To view Joe’s LinkedIn profile:  https://www.linkedin.com/in/joseph-callahan-950b2424