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Howlett Financial Partners
Canada
Howlett Financial Partners. Managing your finances can get complicated. It isn't simple; we make it easy.
Tags: financial planning wealth management tax optimization investment strategies +6 more

FlowPoint Technologies Ltd
Canada
FlowPoint is a Toronto-based fintech company focused on bringing improved accountability and transparency to the alternative investment asset class for Allocators and Lenders alike, including their investors, investees and other stakeholders. Our risk monitoring platform improves the customer reporting experience and delivers rich, on-demand performance insights for making proactive decisions...
Tags: business performance risk management automated reporting compliance tracking +6 more

Elements
United States
Elements is a financial technology company that provides specialized software solutions for financial advisors. Their platform, GetElements.com, focuses on streamlining client assessments, benchmarking, and monitoring financial health. The tools are designed to reduce the time advisors spend on data collection, client communication, and report generation. Key offerings include the Elements...
Tags: financial planning software client onboarding financial health assessments +7 more