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Easy to use, integrated pre-trade onboarding platform for the exchange of data and documents between asset managers, brokers, custodians, 3rd party administrators, and clients. We are an experienced financial team who created a streamlined FinTech/RegTech communication platform to speed processes in order to help our clients achieve revenue faster.
Capital Planning Group Inc is a Cary, NC-based company in the Financial Services sector.
Brookfield Redding is a Chicago, IL-based company in the Financial Services sector.
TruHome is an award-winning CUSO that delivers flexible, private-label mortgage origination, secondary market, and servicing solutions to credit union partners.
Carmel Ventures is one of the leading providers in Financial Services. It is based in Norwalk, CT. To find more information about Carmel Ventures, please visit www.carmelventures.com