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  • Bluerock
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    Customer References 1 total
    About

    BlueRock is a specialist entrepreneurial advisory firm that provides comprehensive solutions in accounting, law, and wealth management to support business owners in their growth and financial security.

  • Envestnet | Tamarac
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    4.8 / 5.0
    Customer References 48 total
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    Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range …

  • Partner Platform
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    4.8 / 5.0
    Customer References 76 total
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    Acquired by Zywave in 2022, SIS is a group of highly trained customer service personnel, knowledgeable insurance professionals and expert technical specialists dedicated to helping independent insurance agents grow their …

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