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Westover Conultants, Inc is a Bethesda, MD-based company in the Financial Services sector.
The word “legacy” should apply to DNA, in its complexities and power of transference. It should apply to great leaders—their words of wisdom and future impact down the line. And it should apply to pedigree. But the word “legacy” should not apply to technology utilized for investing and ensuring transparency. The world has changed. And while consumer technology pioneers greater user experiences and smarter back-ends—the financial industry lurches forward, shackled by the hunt for alpha in a world where speed is a must and operations are their own asset class. We developed our technology, unencumbered by legacy code, and free from the unnecessary complications of disparate systems—to give the asset management community a better way of staying competitive; the modern tools you need to hit the next water mark. Client-developed and born in the cloud, our solutions are the answer to the growing challenges in the asset management industry—because, our solutions grow ahead of the industry.
Americas Christian Credit Union was founded on a basic principle, which still brightly shines through all we do today. We are here "To Reach, Serve and Teach."
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.