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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.
Keenan Matthews Management Group is a Toronto, ON-based company in the Financial Services sector.
PayTrace Inc. is motivated by the challenge of delivering the best in class technology, the highest level of partner services, and superior end user experiences. We empower sales partners by offering high value SaaS technology solutions to businesses. Processing just under $50 billion in the past year, PayTrace is committed to our partners, and their customers by delivering five-star service while providing comprehensive, easy-to-use payment solutions that lower processing costs through interchange optimization and increased security.
With our built-from-scratch technology that covers every stage of the loan process, LendingHome has opened access and simplified a way for real estate investors—both novice and experienced—to get financing, generate wealth, and build businesses. Since founded in 2013, we have funded over $6 billion dollars worth of loans across about 30,000+ projects, becoming the nation`s largest hard money lender. Combining the best technology and the most knowledgeable people, LendingHome has grown to a team of over 300 and has won many awards over the years including Forbes Fintech 50, Finovate Awards: Best Digital Mortgage Platform, Fast Company`s Most Innovative Companies, and many more. LendingHome is uniquely positioned to become the next great financial services brand powered by the most advanced mortgage platform in the world.