| Name | Title | Contact Details |
|---|---|---|
Janet Neal |
Vice President Sales and Marketing | Profile |
Get professional, strategic financial solutions from Amplēo. Boost business growrth with our virtual, part time CFO solutions will. Contact us today!
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.
Carrasco Job Corps Center is a San Marcos, TX-based company in the Financial Services sector.
Online Syndication Platform Built for Equipment Finance.
Digit is a journey aimed at refreshing the interactions between humans and their money. Bad financial habits create unnecessary hardship that derail us from living our life to the fullest. We believe we can help people avoid some of these hardships by combining recent discoveries in behavioral psychology with technology.