| Name | Title | Contact Details |
|---|---|---|
Debbie Laughlin |
Head of Enterprise Sales | Profile |
Susan Sobay |
Head of Sales Development | Profile |
Pranay Kapadia |
Co Founder and Chief Executive Officer | Profile |
Exclamationsoft is a Doylestown, PA-based company in the Computers & Electronics sector.
McFadyen Solutions is a Vienna, VA-based company in the Computers and Electronics sector.
Prowess Corporation is a Seattle, WA-based company in the Computers and Electronics sector.
White labeled and enterprise class from the start, Trizic sought to enable, not compete, with our advisor and enterprise customer base. While other companies tried to replace wealth managers with investor-direct robo solutions, Trizic recognized that wealth advisors were critical to successful financial outcomes for their clients. Trizic works closely with advisors, banks, credit unions, broker dealers, and asset managers to leverage technology that supports and enhances a wealth manager`s ability to deliver meaningful results for their clients.
Employee Navigator simplifies benefits & HR for brokers and HR departments around the country. We`ve built an all-in-one product that consolidates everything from benefits administration to compliance, onboarding and more into one place.