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Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
CC Pace is one of the leading providers in Financial Services. It is based in Fairfax, VA. To find more information about CC Pace, please visit www.ccpace.com.
TORA is the leading provider of advanced investment management technologies for asset managers, hedge funds, proprietary trading firms and sell-side trading desks globally. We are a cloud-based front-to-back office technology provider delivering everything you need to run a trading and portfolio management desk. TORA`s award-winning suite of products offers the industry`s most comprehensive institutional trading software including execution management, order management, risk control tools, algos, pre-trade and post-trade TCA and portfolio management solutions. Our team builds innovative technology that fits our client`s workflow requirements through a feature-rich, intuitive user interface. The TORA API assures a truly straight-through processing (STP) experience and the TORA FIXNet enables our clients to access multi-asset liquidity from across the globe. We pride ourselves on having a strong focus on client support, rapid implementations and industry-leading innovation. Headquartered in San Francisco, TORA has over 250 employees across our offices in Hong Kong, Jersey, New York, Romania, Singapore, Sydney and Tokyo.
Liberty Financial Group is a Englewood, CO-based company in the Financial Services sector.
Synergy One Lending is committed to simplifying the home buying experience. As a national mortgage lender, we offer the best combination of the digital mortgage technology our client`s want along with the expertise of our team they need. Whether you are a millennial, baby boomer or luxury home buyer, Synergy One Lending stands out because of our relentless pursuit of excellence in our people, our process and the client experience.