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High net worth individual - PowerPoint PPT Presentation

Alternative Financing Options

Alternative Financing Options

Alternative Financing Options. Presented By Virginia Lorimor Chief Excellence Officer The WIN Companies. Do YOU Know YOUR Options?. Bootstrapping Seed Funding Crowd Sourcing FUN draising Campaigns Grants Asset Backed Lending Borrowing from a 401(k) Traditional Bank Funding.

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204 views • 10 slides
Client Reporting in Wealth Management

Client Reporting in Wealth Management

A good automated client reporting solution helps to maintain the data integrity by minimizing the errors. It also saves a lot of reporting time. Thus helps the organization to avoid incurring an additional cost. At Hexaview Technologies Inc., we offer custom wealth management software and flexible client reporting solutions for advisors and RIAs. We have also launched ReportWa, an automated financial reporting software that eases the reporting process for financial advisors and rias. Visit https://www.hexaviewtech.com/reporting.html, for more details.

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93 views • 8 slides
The Truth Behind Insurance Claims

The Truth Behind Insurance Claims

The only background verification company who runs a background check on all kinds of crimes through physical field verification is Fourth Force! Verify before trust.

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119 views • 5 slides
EB-5 Program Extension: Grab Your Chance Now!

EB-5 Program Extension: Grab Your Chance Now!

EB – 5 visa, also known as the “Golden Visa” because of all the perks it has to offer to foreign investors. However, there is going to be the dynamic shift in the visa with the draft EB-5 Reform Act.https://stratixconsultants.org/us-eb5-investor-visa-programs/

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73 views • 5 slides

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