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Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
ZeroDown is an affordable homeownership solution in the Bay Area. ZeroDown gives you all the benefits of owning a home, with the flexibility of renting.
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.
First Financial Corporate Services, Inc. was founded in 2000 to fill the void in the technology leasing market that was created by extensive consolidation within the industry. Our independent and service-based approach has been well received in the marketplace and our impressive customer list continues to grow. Being deeply involved in highly innovative business sectors — healthcare, capital equipment, and IT — we quickly learned to be persistently proactive about finding new customer-centric ways to improve our service and creating new financial solutions to match our client companies` needs. Fortunately, we have a tremendous store of experience to draw upon in staying continually ahead of the curve in the lease finance industry. Our team has a broad range of equipment leasing experience across many industries and we truly understand the value of long-term relationships. Working with First Financial affords you the opportunity to benefit from a uniquely personalized partnership that provides attractively structured financing and enables you to utilize the equipment you need today for a better and more stable tomorrow.
Slate Office REIT is an owner and operator of office real estate. The REIT owns interests in and operates a portfolio of 32 strategic and well-located real estate assets across Canada`s major population centres and includes two assets in downtown Chicago, Illinois. 61% of the REIT`s portfolio is comprised of government or credit rated tenants. The REIT acquires quality assets and creates value for unitholders by applying hands-on asset management strategies to grow rental revenue, extend lease term and increase occupancy.