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Accelerate payments and reduce expenses. CueSquared is bringing analytics and AI to bear on improving the patient experience and expediting payment processes
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Wealth Distribution Strategies are independent financial advisors in Verona Wisconsin helping client develop a financial strategy.
Pitchpointsolutions is a Toronto, ON-based company in the Financial Services sector.
Kasasa is the innovative leader in branded, community-powered banking products proven to drive profit and growth for community financial institutions. With nearly 700 clients, Kasasa is helping community institutions thrive even as the industry landscape presents new challenges and competitors. The Kasasa® suite provides a comprehensive strategy that integrates breakthrough products with world-class marketing and unprecedented access to training, compliance, research, support resources, and customized consulting. Kasasa complements an institution`s existing brand, enhancing their unique identity and local service advantage. Research consistently shows Americans would prefer to bank locally, but choose megabanks believing only megabanks have the resources to deliver the innovative products they desire. The full-circle Kasasa approach enables local institutions to leverage the power of a national brand, and gives consumers the reason to believe a local institution has the resources to deliver megabank-caliber products.