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Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
New datasets are being created every day and investors need to incorporate them to remain competitive. YipitData is the on-demand, 180+ person data team for hundreds of the largest hedge funds, mutual funds, pension funds, private equity funds, family offices, sovereign wealth funds, and venture capital funds in the world. We identify, screen, license, clean, and analyze alternative data to help investors answer their key questions. We`re a fast growing technology company based in NYC, with a strong culture focused on mastery, ownership, and purpose.
An immersive, invite-only virtual conference convening 150 founders and 75 VCs for a full-day of keynotes, panels, networking sessions, and the Ascent Pitch Competition.
Dejavoo Systems is one of the leading providers in Financial Services. It is based in Alpharetta, GA. To find more information about Dejavoo Systems, please visit www.dejavoosystems.com
Holstrom's Gift is a Cresco, IA-based company in the Financial Services sector.