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Magnifi is a platform that is changing how you shop for investments. The world of investments has tens of thousands of choices; and the language used to interact with this crowded world is tickers, screens, and filters. All this makes discovering investments or expressing what matters to you when you shop for investments rather complicated, if not impossible. Magnifi was built so users – whether they are consumers, financial advisors, or portfolio managers – can easily discover investments using natural language. Our proprietary technology was built on the foundation of semantics (interpreting meaning, not just matching), making it easy to for both the amateur and seasoned investor to search for themes and express what matters to them. Users no longer have to learn a new language to interact with the world of investments. For some users, such as self-directed consumers, Magnifi will demystify the world of investments. For others, such as wealth and portfolio managers, it will save them copious amounts of precious time with faster discovery. For all users, Magnifi will help with smarter decisions.
280 CapMarkets is headquartered in San Francisco and combines the experience and execution services of a traditional Broker Dealer (280 Securities LLC, a member of FINRA/SIPC) with a cloud-based Technology platform (280 Technologies LLC) to provide intuitive bond trading ideas and transparency to the process of buying or selling bonds. 280 is focused on serving Advisors and Wealth Managers and will use their balance sheet to provide liquidity to advisor-clients in the fixed-income markets.
First Source Federal Credit Union is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about First Source Federal Credit Union, please visit www.fsource.org
Cypress Asset Management is a Carmel, CA-based company in the Financial Services sector.
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.