At Fingercheck, we're about making life easier for small business owners. We know payroll and HR can be a total headache, so we created a platform that simplifies everything. You can say goodbye to the stress and time-consuming tasks of payroll and HR management, including taxes and compliance –...
Health, wealth, retirement & benefits solutions
Millennium Trust is a privately held, state-chartered trust company with over a decade of experience providing alternative asset administrative and custodial services to thousands of self-directed investors who wish to further diversify their retirement investing with futures, forex, managed...
Outsourcing for Financial Services: Financial services firms leverage the use of outsourced services to gain a competitive advantage in performance, scalability, resources and talent. By building operational teams and functional areas that operate effectively to meet current and upcoming demands, your business can evolve, and you...
Learn more about Outsourcing for Financial Services
Savology for Advisors: Provide game-changing financial wellness to employers, retirement plans, clients, and prospects with a scalable planning platform designed to reach new markets.
Simple and scalable financial planning for the middle market.
Equip your firm with the right technology to deliver the experience...
Learn more about Savology for Advisors
Enhance your benefits package with perks that fit your needs & budget
At Edenred Benefits, we are passionate about people and the world of work. That’s why we are helping employers support and care for their employees’ well-being. As a multi-benefits company, we team up with clients of all sizes—from small businesses to global brands to change peoples’ lives for...
Simple, Affordable 401k Plans Built for Small & Medium-Sized Businesses
ShareBuilder 401k is here to help businesses and their employees save more of their money for retirement. ShareBuilder 401k launched in 2005 with a pioneering, new breed of retirement plan designed exclusively to serve America’s small and mid-size businesses. ShareBuilder 401k brings...
Branch is a mobile-first technology that helps hourly workers grow financially. With Branch, users can get instant access to earned wages, fee-free banking, and budgeting tools to help them manage their cash flow between paychecks. By focusing on the hourly worker, Branch also helps...
SpruceHR is an Administrative Services Organization (ASO). We provide our clients with a scalable and customizable package of administrative and human resources services and solutions that helps businesses like yours, achieve goals by controlling costs, reducing risks and elevating the...
Every day, nearly 800 Cadence Insurance professionals and risk advisors work together for one purpose: to provide the highest standard in insurance services for our clients. Over the past 140+ years, our large, nationally recognized firm has become an industry leader in commercial insurance,...
