Insurance&Tech_TLB_12.12.19

Financial Planning (17 companies found)

Compare and research Financial Planning companies and businesses online.

  • 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...
  • Pit Base is a deep discount futures & options broker. Your one stop for futures and options trading. Pit Base is designed and built around the needs of professional traders. We pride ourselves in providing access to a secure and reliable trading environment. Pit Base can accommodate your...
  • Seibels offers a full suite of business process outsourcing solutions to the P&C insurance industry that provides your company to adapt quickly to market changes, maximize opportunities, and improve efficiencies at a managed cost. Let us help you focus on your core business activities, go to...
  • 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)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 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' college-planning software enables you to quickly and efficiently identify and assess strategies for helping your clients save ON, not just for college costs.
  • Plan the way for your clients' financial futures. 
  • Rating: 5 - 1 review
    Life Goals: Basic needs analysis system that is easy to use and produces client understanding of their financial situation.