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iJoins highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track. The platform presents an easy to deploy Advisor Managed Account program, natively integrated financial education and wellness tools, a powerful participant email communications engine, and a data analytics dashboard to engage employers and demonstrate value. Were committed to personalizing retirement success™ and making it easy for millions of savers to get on a path to better retirement outcomes.
First Peoples Bank is a Port Saint Lucie, FL-based company in the Financial Services sector.
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
Edgewater Bank is a Saint Joseph, MI-based company in the Financial Services sector.
Bank is a Charleston, IL-based company in the Financial Services sector.