Brands and Their Owners
Welcome to the Brand page for “CHALICE ADVISOR EXCHANGE”, which is offered here for Advisor exchange;software-as-a-service (saas) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; software-as-a-service (saas) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts;.
Its status is currently believed to be active. Its class is unavailable. “CHALICE ADVISOR EXCHANGE” is believed to be currently owned by “Chalice Wealth Partners LLC”.
Owner: |
CHALICE WEALTH PARTNERS LLC
Owner Details |
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Description: |
ADVISOR EXCHANGE;Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts;
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Categories: | ADVISOR EXCHANGE |