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Created out of the combination of two best-in-class SaaS platforms, TradingScreen and Imagine Software, TS Imagine delivers integrated trading, portfolio and real-time risk solutions for capital markets. The platform is uniquely positioned to streamline complex and time-consuming workflows across front, middle, and back office functions.
Access Wealth Planning is a Clifton, NJ-based company in the Financial Services sector.
Vestory LLC is a Registered Investment Advisor offering investment management services to individuals and companies. Vestory provides retirement plans for individuals and companies. We have offices in Seattle, Scottsdale, and Tacoma. Vestory has a radio show that airs in Seattle and Phoenix and can be heard at TalkingRealMoney.com. We also sponsor public workshops on money and retirement.
Financial Services affiliate network.
At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals. We help families of wealth succeed and simplify: Our deeply personal level of service is based on knowing our clients` hopes, expectations, challenges, and goals. With our personal touch, we become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve. We focus only on very high net-worth families: These families have distinctive needs and complex challenges that cannot be served as well by firms that lack our singular dedication. We listen first: We know that every family is unique. Each of our Senior Officers serves only a small number of clients to ensure each family gets ample personal attention. We don`t sell products or provide one-size-fits-all solutions: There is no fixed menu of investment and lifestyle services. Instead, our team of dedicated professionals leverage years of experience and multi-disciplinary expertise to build your family customized solutions. Our philosophy is to provide individualized investment management and financial guidance to all generations—whenever and however they are needed. Above all, we are a family. Our hallmark is not only to serve our clients with excellence, but to provide for each other and our greater community.