Financial Services - , New York, United States
We are a financial record keeping company that has built the only non-linear record keeping software to address the needs of today's workforce. The core of our software platform manages the records and compliance of 401k's, HSA's, and IRA's. A SaaS platform designed to manage collected participant data and to aggregate and share that data across our Financial Advisor partners and Plan Administrators offering greater communication and participant engagement.
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