- A suite of plan evaluation and business development prospecting tools for advisors, recordkeepers and RIAs
- Designed for the distinct needs of the fast-growing, under-served small-to mid- plan market
- Strong company legacy in data aggregation, data analysis, integrations and APIs
- Trusted by some of the biggest retirement service brands in the industry
- Serving the financial services sector since 1994
Industry
Software Development, Information Systems, Banks & Financial Services
HQ Location
331 Montvale Avenue
Suite 300
Woburn, MA 01801, US
Keywords
Automated publishingFinancial data managementDatabse software developmentContent managementMobile applicatioWeb enabled applicationsFinancial Advisor investment evaluation toolsInvestment performance reportingRetirement plan health checksPlan Health Evaluatio