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Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
Chippewa County Employees Cu is a Sault Sainte Marie, MI-based company in the Financial Services sector.
Financial Management Systems is one of the leading providers in Financial Services. It is based in Littleton, CO. To find more information about Financial Management Systems, please visit www.fmsdc.com
The Pentegra name was derived from the words pension + integrity. Integrity is at the foundation of everything we do. Since its beginning more than 70 years ago, Pentegra has been a company that defines itself more by its values than a particular product or service. We`ve built our business by doing what we do the right way. By putting participants first. By accepting fiduciary responsibility and legal accountability for our work. By correctly representing what we do, what we don`t do, and how much we get paid. By following the rules, no matter how complex. These values serve as the foundation of Pentegra`s culture, character and brand. Responsibility for successful retirement plan outcomes—for our clients, their participants and our partners—is one that we take seriously. Integrity in all we do. That`s an advantage. Understanding what makes our retirement plan solutions unique starts with our story. Pentegra is one of the largest and most experienced multiple employer plan providers in the nation. We`ve specialized in multiple employer plan solutions—having sponsored two of the largest multiple employer plans in the United States for over 70 years. This focused expertise has helped us develop single employer plans from a unique perspective. Which is why with every retirement solution, we bring the same focus—relieving you of the fiduciary and administrative burdens that come with sponsoring a retirement plan.
Windham Central Su 46 is a Townshend, VT-based company in the Financial Services sector.