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MNIS Textwise is a Rochester, NY-based company in the Financial Services sector.
Golden Plains Credit Union is a Hays, KS-based company in the Financial Services sector.
Born from the collaborative efforts of financial services industry insiders and innovative technology partners, 4U offers a breakthrough solution for modernizing and optimizing the important cross-industry partnership between investment companies (ICs) and wealth management firms (WMFs). Through it`s two key platform components, 4U provides a secure, user-friendly, digital workspace that connects multiple partners to streamline collaborative workflow and drive business growth by getting approved - and compliant - resources into the hands of those who need it - when and how they want it. Whether you`re an IC with great content, tools and resources -- or a WMF eager to put them to use -- 4U`s multimedia collaboration, management and measurement technology will transform your most important partner relationships.
Global Tax Management (GTM) is the largest firm in the Mid-Atlantic region that focuses exclusively on delivering corporate tax services to mid-size and large multinational, public, and Fortune 500 companies. For more than 20 years, GTM has provided the expertise to build, operate, and manage tax department functions for its clients. Core services include tax provision, compliance, international tax, transfer pricing, indirect tax, technology automation, and tax planning and optimization services. GTM is distinguished as a best workplace, healthiest employer, and top accounting firm in the region. Headquartered in Wayne, PA, GTM is a 100% employee-owned company (ESOP) with regional offices in Woodbridge, NJ, Pittsburgh, PA, Harrisburg, PA, Tysons Corner, VA, and Wilmington, DE. GTM is a U.S. partner in the WTS Global international tax network.
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.