| Name | Title | Contact Details |
|---|---|---|
Charlie Vongxay |
Director, Infrastructure and Security | Profile |
Riverbridge Partners is a Minneapolis, MN-based company in the Financial Services sector.
Advantage Credit Union of Canada is a Melfort, SK-based company in the Financial Services sector.
Finotta is a platform that helps financial institutions personalize their mobile banking application to increase customer engagement, earn a greater share of wallet, and ultimately, create a new stream of revenue with their most important customer base. Banking is now mobile first, and more and more customers are moving their relationships to mobile-first providers for one reason or another. At the same time, traditional banking technology has fallen behind. Customers expect beautiful products that meet their financial needs, and are flocking to fintechs and digital brands to get what they need. To compound the problem, data needs have also changed, and banks need vendors who can help them understand a customer base that to this point has been elusive. Thats where we come in. Finottas platform helps deliver both the tools banking customers expect, while also empowering our FIs with data and insights to create powerfully personalized and customizable experiences.
CTAS Global Transportation Collection Service is a Milltown, NJ-based company in the Financial Services sector.
We believe that all investors should know how their portfolios are performing at any given time and we also understand that your investment objectives may change over time. AE Wealth Management delivers: A focus on managing risk and volatility across a lifetime of retirement. Our portfolio managers aren`t swinging for the fences at every at-bat. Instead, they focus on hitting singles and doubles, and consistently getting on base to help you pursue your retirement goals and make it across the plate. Constant due diligence. Through our strategic alliances, we`re able to bring you money management that includes rigorous vetting and monitoring of money managers to help ensure those who manage your money are staying true to the investment discipline you`ve hired them for. A holistic approach. Our integrated dashboard gives you, and your financial advisor, a view of your entire financial universe in one place. Whether its investments, insurance, 401(k)s, pensions or IRAs, all of your financial holdings are available to you through the AE Wealth Management dashboard, giving you a 360 degree view of your finances and simplifying financial decisions. Cutting edge technology. From interactive risk tolerance assessments to integrated financial dashboards and online goal tracking, we use the best technology has to offer to make it easy for you and your financial advisor to make informed decisions aligned with your financial goals and risk tolerance. By offering transparency in everything we do and explaining things in language our investors understand, we work to help our financial advisors serve investors like you more efficiently and effectively. Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.