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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.
Tri-Continental Corporation is a New York, NY-based company in the Financial Services sector.
Threshold Group is a family office organization serving the financial and wealth management needs of a select number of families and family foundations throughout the United States. Investment Origins - Our approach provides closely personalized planning and service relationships, coupled with institutional-quality investment advice, research, and strategy. Our founders, the Russell family, created and eventually sold a global investment services firm known today as Russell Investments. The Russell firm, commonly recognized for its stock indices, built its core competency based on decades of fiercely independent evaluation of investment managers.
Maryland Bankers Association is a Annapolis, MD-based company in the Financial Services sector.
Loan servicing and loan modification information from Carrington Mortgage. Make online payments, review account details, payment history, change personal profile information.