Financial Solutions
Finance · Oklahoma, United States · 11-50 Employees
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Overview
Headquarters
5100 E Skelly Dr Ste 145, Tulsa, Oklahom...Phone Number
(918) 610-8206Website
www.financialsolution.netRevenue
$9.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Financial Solutions
Financial Solutions, Inc. was founded in 1994 in response to request by portfolio managers for access to our unique, sophisticated portfolio management strategies. Over time, we have added products and professionals to strengthen our products and to serve our clients. Our clients are in the High Net Worth Family Offices, Endowments, Foundations and Corporate Retirement Plan arenas. Financial Solutions, Inc. is an SEC-Registered Investment Advisor.Explore more
Financial Solutions Org Chart
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Company Profile Activity
Activity Insights
Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Solutions.
Financial Solutions Tech Stack
A closer look at the technologies used by Financial Solutions
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Most Recent Scoops
Project
A front-line source has indicated that the organization's largest upcoming initiative will focus on paperless solutions.
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to customer relationship management (crm). Financial Solutions is currently evaluating Salesforce CRM.The organization will be increasing investments and is expected to use a contingent workforce to support these efforts. The organization is considering Redtail solutions as part of these initiatives.
CRM, Spending/Investment, Contingent Workforce, Financial Planning, Sales
Project
A front-line source in Financial Planning has indicated that the organization has completed initiatives related to treasury management software within the last nine months.
Financial Planning, Software
Pain Point
Project
A front-line source in Financial Planning has indicated that the organization is planning to remediate challenges related to financial data compliance.
Financial Planning, Compliance
Project
Financial Planning, Software, Workforce Management
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Frequently Asked Questions Regarding Financial Solutions
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Financial Solutions, Inc. was founded in 1994 in response to request by portfolio managers for access to our unique, sophisticated portfolio management strategies. Over time, we have added products and professionals to strengthen our products and to serve our clients. Our clients are in the High Net Worth Family Offices, Endowments, Foundations and... Read More
