Legacy Financial Planning

Shortlister Connect is a tool specifically designed to be utilized by the HR and Procurement/Sourcing teams within mid-size, large and jumbo employers. Shortlister Connect allows these teams to efficiently research & identify their optimal vendor partners, track existing vendor relationships & performance and “connect” with other employers to share successes and vendor experiences.

If you are not on the HR or Procurement/Sourcing team within an employer with over 200 employees, you will not be granted access to Connect. Examples of individuals that would not be granted access include, but are not limited to: vendors, students, practitioners, researchers, other non-employers or anyone that is unwilling to identify themselves will not pass our vetting criteria. If you are a consultant, Shortlister offers a specialized product for consultants, called Shortlister Select. You can email Tom Ciccotti at tciccotti@myshortlister.com to learn more about Shortlister Select.

***Shortlister retains the exclusive right to grant or deny access to any party to ensure the privacy of the vendors in our system.