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PureStream is a technology platform company with a singular focus on making institutional trading scale efficiently and securely.
CUANM helps credit unions better serve their members. The Credit Union Association of New Mexico is a trade organization that helps credit unions address member needs through services, products, education and advocacy. CUANM has been helping credit unions help their members since 1958. CUANM creates partnerships with nationwide and local companies, so credit unions of all sizes can provide products and services their members use every day. Many of the CUANM partnership services can be offered to your membership for free or at reduced fees. CUANM provides classes, seminars, and other resources to give credit unions the information they need to best serve their memberships and communities. CUANM offers our affiliated credit unions on site consulting in the areas of strategic planning, BSA and ACH reviews and compliance. CUANM also offers our affiliated credit unions access to REAL Solutions tool kits, consulting and outreach opportunities. CUANM also works to promote financial literacy at all ages, from early childhood to young adult, through programs offered through local credit unions and educational institutions. Finally, CUANM provide advocacy services, working with state and national representatives, including the State Legislature and our representatives and senators in Washington, D.C., to protect the rights of credit union members.
Alumni Capital Network is a New York, NY-based company in the Financial Services sector.
Alan Biller and Associates is a Menlo Park, CA-based company in the Financial Services sector.
Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.