iCapital provides structured investment and annuity solutions designed for financial advisors, offering pre-sale, point-of-sale, and post-trade analytical tools. These tools enable advisors to focus on their clients while optimizing investment strategies and managing complex financial products effectively.
SmartX Advisory Solutions is a leading innovator of managed accounts technology and architect of the SMArtX Turnkey Asset Management Platform.
Smart Pension is a workplace pension tailored specifically for UK businesses. Their employee app will transform the future of pension saving for a new generation. It allows users to pick and choose the most suitable investment funds, track their pension balance in real-time on their phone and increase contribution levels when they can afford to do so – engaging people with their pensions like never before.
Silvur is a retirement planning app that helps baby boomers reach their retirement goals. It provides those entering their second and third acts of life with a no-fear retirement plan, giving users the ability to improve their financial fitness over time. Plan your entire retirement at the power of your fingertips.
Developer of bill paying technology intended to take over the burden of paying bill for seniors. Silver Bills’ technology receives clients’ bills electronically, scrutinizes and pays them, employs technology-based secure systems to alleviate the hassles of daily money management and charges an economical, flat monthly fee, enabling elderly Americans and their families live in their homes without the stress and anxiety that often accompanies paying bills.
Secure makes it easy for employers to add emergency savings accounts (ESA) to their benefits program, and helps employees build towards a healthy financial future. With Secure, employers can provide an immediate positive impact on their employees’ lives.
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