Insurance&Tech_TLB_12.12.19

Financial Planning (16 companies found)

Compare and research Financial Planning companies and businesses online.

  • Cloverleaf Analytics

    Harness the Power of Your Data
    Cloverleaf Analytics is an affordable end-to-end insurance BI solution that gives our customers real-time analytics to discover trends and insights across the entire enterprise, enabling proactive business decisions that would not otherwise be possible. Our customers can jump start their BI...
  • Seibels

    Business Process Outsourcing
    Seibels offers the Property and Casualty Insurance industry and Financial Services industry business process outsourcing (BPO) services, and third party administration (TPA) services powered by world-class technology. Streamlined operations, improved efficiencies and predictable, managed costs...
  • Sapiens

    Sapiens International Corporation empowers insurers to succeed in an evolving industry. The company offers digital insurance software platforms, solutions and services for the property and casualty, life, pension and annuity, reinsurance, financial and compliance, workers’ compensation and...
  • Larsen & Toubro Infotech (LTI)

    Larsen & Toubro Infotech (LTI)is a global technology consulting and digital solutions Company helping more than 300 clients succeed in a converging world. With operations in 30 countries, we go the extra mile for our clients and accelerate their digital transformation with LTI’s Mosaic...
  • MIMICS, Inc.

    MIMICS Portfolio Management System was designed for portfolios of different sizes & complexity. Manages equity, fixed income, equity derivatives, fixed income derivatives, commodities, forex & other securities. Is able to segregate securities & automatically prepare all compliance reporting....
  • Collegiate Funding Solutions

    Collegiate Funding Solutions' college-planning software enables you to quickly and efficiently identify and assess strategies for helping your clients save ON, not just for college costs.
  • Money Tree Software, Ltd.

    Plan the way for your clients' financial futures. 
  • Impact Technologies Group, Inc.

    Rating: 5 - 1 review
    Life Goals: Basic needs analysis system that is easy to use and produces client understanding of their financial situation.
  • Cheshire Software

  • Whitebirch Software, Inc.

    With traditional spreadsheets, you end up spending more time auditing and checking for accuracy than you do constructing and using the model. Whitebirch Enterprise Planning changes all that. We redesigned how financial models should be built. Rather than working at the cell level, models are...