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White Papers

first page of Mastering Client Debt Repayment white paper PDF

Debt repayment is a key consideration in comprehensive financial recommendations. To help financial professionals find the right fit between client, financial practice, and repayment plan, we propose three goals that an ideal repayment plan should achieve.

first page of Minimum Effort, Maximum Savings white paper PDF

The total lifetime cost of a group of debts is determined by the borrower’s repayment strategy. In this paper, we directly compare the performance of three strategies across a variety of debt portfolios.

first page of Practical Debt Management white paper PDF

Borrowers tasked with choosing the most practical debt repayment strategy are confronted with many options. To help borrowers objectively assess strategies, we propose four practical criteria that any ideal strategy must meet.

Save Time & Maximize Client Savings

Maximize your clients’ financial freedom. Start your analysis today with Epsilon Metrics and see the power of mathematically optimal debt repayment strategies.

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Set-and-forget, fixed-payment solution

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2-business-day turnaround

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End-to-end data protection