Leslie Miller's Company Details
Woburn, MA, US • 20 - 49 Employees
Software
- 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
Automated publishing
Financial data management
Databse software development
Content management
Mobile application
Web enabled applications
Financial Advisor investment evaluation tools
Investment performance reporting
Retirement plan health checks
Plan Health Evaluation
Investment Review Evaluation
FinTech
SOC2
Software
Prepackaged Software
Computer Software