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  • 4.8 / 5.0 (1027)
    20+ References
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    14+ References
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    17+ References

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  • Jefferies - Customer Success Story (Michael Brabant - Managing Director, Head of Business Development - Wealth Management)
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  • DPL Financial Partners
    Reference Rating
    4.8 / 5.0
    Customer References 20 total
    About

    DPL Financial Partners is the first and leading Turnkey Insurance Management Platform for RIAs, providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. With DPL, …

  • InvestCloud
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    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
    Reference Rating
    4.8 / 5.0
    Customer References 17 total
    About

    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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