Computer Software - , New York, United States
We are building a technology platform enabling UHNW client advisors to deliver advanced gift and giving solutions with product-like efficiency.Access to advanced trust & estate planning is costly and cumbersome. We believe that software can streamline execution complexity and manual workflows, channeling technical expertise to higher value activities, lowering overall cost, and increasing use. Our vision is to bring scale to how advice-alpha is delivered and valued.
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