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Established in 1836, we are one of the UK`s leading financial services groups and a major global investor, with international businesses in the US, Europe, Middle East and Asia. With over £1 trillion in total assets under management, we are the UK`s largest investment manager for corporate pension schemes and a UK market leader in pensions de-risking, life insurance, workplace pensions and retirement income. We have also invested over £20 billion in direct investments such as homes, urban regeneration, clean energy and small business finance. Through nearly two centuries of rapid change, we`ve been there, improving the lives of our customers, and building a better society for the long term.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Community and independence are words that guide our principals and decisions. Since 1982, we have stayed true to the formula that has made us a successful bank.
Inhance Investment Management Inc. is a Vancouver, BC-based company in the Financial Services sector.
San Mateo Credit Union believes that an educated consumer makes wiser financial choices. Because we recognize the importance of financial education as a way to help our member-owners attain their financial goals, we practice a strong dedication to