PLANMEMBER FINTECHCONNECT

Owners

Goods & Services

Providing online non-downloadable software platforms for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service providers to manage their practice; Providing temporary use of on-line non-downloadable software development tools for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, for accessing educational materials in the field of financial planning and strategies, for use by financial service advisors to manage clients, maintain their practice, and handle new business