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Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Insurance Technologies is one of the leading providers in Financial Services. It is based in Dublin, OH. To find more information about Insurance Technologies, please visit www.insurancetechnologies.com
Sierra Auto Finance offers innovative solutions and superior customer service to every dealer and customer. Sierra offers a subprime lending program focused on your specific financing needs. Our flexibility allows us to offer competitive financing solutions. You will experience personal service elevating your customer experience to a level other lenders cannot match.
iTrust Partners is a Toronto, ON-based company in the Financial Services sector.
Luminex® is a trading venue created by a consortium of leading asset management firms seeking to provide access to clean, natural block liquidity at disruptively lower trading costs. Luminex Trading & Analytics, LLC member FINRA, SIPC (“ Luminex”) is an institutional broker-dealer established to operate a new equity trading venue. Luminex is owned by nine leading investment management firms: BNY Mellon, BlackRock, Capital Group, Fidelity Investments, Invesco, J.P. Morgan Asset Management, MFS Investment Management, State Street Global Advisors and T. Rowe Price.