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  • Fremont Group - Customer Success Story (Chuck Lesem - Director of Planning and Treasury)
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  • 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
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    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, …

  • Orion Advisor Tech
    Reference Rating
    4.8 / 5.0
    Customer References 55 total
    About

    Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so they built the solution …

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