Software - Woburn, MA, US
- 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
Outlook
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