Thompson & Associates Description

We help nonprofits strengthen their relationships and build trust with donors through our personalized estate planning approach. We offer families and individuals the opportunity to clarify their values, reduce uncertainty, and make a lasting difference in their lives, their community, and the world. Through a confidential, free and non-pressured estate planning process that connects passion and potential, we provide peace of mind. We strengthen the relationships between nonprofits and their supporters to help them fulfill their mission and make a lasting impact. We rely on the expertise and personal knowledge of the professional advisors to help individuals implement their plans. After a few sessions, which cost nothing and were free of any obligations, we have a new and exciting understanding about our family values and the legacy we can leave for our children and charities.

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Company Details

Company:
Thompson & Associates
Headquarters:
United States
Website:
ceplan.com

Media

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Product Details

Platforms
SaaS
Type of Training
Documentation
Customer Support
Phone Support
Online

Thompson & Associates Features and Options

Hedge Fund Software

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management