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  • Fremont Group - Customer Success Story (Chuck Lesem - Director of Planning and Treasury)
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  • Altruist
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    4.8 / 5.0
    Customer References 42 total
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    Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account …

  • InvestCloud
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    InvestCloud is California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. They create beautifully designed client experiences and intuitive operations solutions using their ever-expanding …

  • NeoXam
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    4.8 / 5.0
    Customer References 17 total
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    NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success, delivering reliable and scalable solutions, …

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