Financeware
Marguerite Peters has a diverse work experience in the finance industry. Marguerite is currently the COO at Financeware since October 2020. Prior to that, they held leadership positions at Vertical Management Systems (VMS), serving as President from January 2019 to October 2020, and as Chief Operations Officer from February 2018 to January 2019. Before VMS, Peters was the VP of Client Services at Backstop Solutions Group from April 2014 to February 2018. Marguerite began their career at SunGard Brokerage in November 2006 and worked there as EVP until February 2014.
Marguerite Peters earned a Bachelor's degree in Business/Corporate Communications from The Ohio State University. Marguerite attended the university from 1979 to 1984.
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Financeware
Financeware provides probability-analysis technology and marketing strategies for financial advisors and institutions. The big bang of fintech has transformed a universe of segments into a converging connected ecosystem. To compete and win, innovators must create, collaborate and integrate. Agility is expected, but access and advantage now must beearned. Financeware was born of a need to connect winning solution sets to the fast-moving targets, partners and market opportunities playing out across the entire wealthscape. With decades of tech leadership, a deep bench and unrivaled views of the horizon, we’re helping to define and deliver the new seamless and simplified winning wealth experience.