Name | Title | Contact Details |
---|
At Checkbook, we have built a way to send and receive Digital Checks instead of dealing with paper and postage, or expensive online transactions. Digital Checks offer a clear financial and operational advantage for businesses with instant delivery, and online deposit, at a fraction of the cost of other payment options. Just $1 per transaction, regardless of the amount.
Defiances suite of rules based ETFs allows investors to express a targeted view on dynamic sub-sectors that are leading the way in disruptive innovations.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Legacy Federal Credit Union is a Portland, OR-based company in the Financial Services sector.
Resilience Capital Partners is one of the leading providers in Financial Services. It is based in Albany, NY. To find more information about Resilience Capital Partners, please visit www.resiliencecapital.com