| Name | Title | Contact Details |
|---|---|---|
Lan Truong |
Chief Information Security Officer | Profile |
Damian Laviolette |
Chief Information Security Officer | Profile |
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.
Clifford is a Worcester, MA-based company in the Financial Services sector.
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.
FRY Financial Group is a Downers Grove, IL-based company in the Financial Services sector.
KLR is one of New England`s premier accounting and business advisory firms. With 200+ team members and offices in Boston, Newport, Providence, Shanghai and Waltham, KLR provides a wide range of services to both individuals and businesses. Ranked one of the largest firms in New England, KLR`s growth and commitment to client service is unparalleled in the industry. Communication, Cost Saving Strategies, Relationships and Excellence are the core of our commitment to our clients. KLR has been awarded three Practice Innovation Awards and named one of the Best Places to Work (10 years in a row). Our award-winning firm helps ensure our ability to retain the most talented professionals to support your business.