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  • 4.8 / 5.0 (492)
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    9+ References
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  • AssetBook
    Reference Rating
    4.8 / 5.0
    Customer References 3 total
    About

    AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. They are a true business partner to your firm. This sort …

  • BancTec
    Reference Rating
    4.7 / 5.0
    Customer References 9 total
    About

    BancTec is a global leader in financial transaction automation and document management services for organizations seeking to drive efficiency in financial back-office processes. BancTec serves a blue chip client base …

  • Equifax
    Reference Rating
    4.7 / 5.0
    Customer References 116 total
    About

    Equifax powers the financial future of individuals and organizations around the world. Using the combined strength of unique trusted data, technology and innovative analytics, Equifax has grown from a consumer …