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Intelligent Systems Corporation is one of the leading providers in Financial Services. It is based in Eugene, OR. To find more information about Intelligent Systems Corporation, please visit www.intelsys.com
ExpertConnect helps institutional investors, private equity firms, corporations, and professional service firms make better decisions. ExpertConnect clients access and leverage a robust network of Industry Consultants who are leading thinkers in their area of expertise. These Industry Consultants interact with clients through phone consultations, educational meetings and seminars, and custom surveys. ExpertConnect also provides its clients with information from its proprietary data crawling and analysis technology.
Orion`s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn`t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses. Orion Advisor Technology is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. We are intently focused on driving advisor growth and closing the investor behavior gap. From prospect to advocate, we empower our advisors with the integrated technology they need to engage, support and deliver across each step of the client journey through our fiduciary process. The result: strength and loyalty within every advisor-client relationship. Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
Superior Planning is a La Jolla, CA-based company in the Financial Services sector.
PEF Services LLC is a leading fund administrator for private equity funds, providing high-quality, cost-effective fund administration solutions with a specialty in emerging manager and SBIC funds. When you hire PEF Services LLC, you hire a team of experienced people. We use advanced, proprietary technology to assist you in tracking, reviewing and reporting your fund`s operations. Founded in 2002 by experienced managers of private equity funds, PEF Services has the understanding and expertise to meet the unique requirements of private equity fund administration. We know what is needed to efficiently administer a fund and can tailor those processes to your fund. Efficiencies are built into our systems and procedures. It is part of our DNA.