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  • Addepar
    Reference Rating
    4.7 / 5.0
    Customer References 101 total
    About

    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …

  • Advyzon
    Reference Rating
    4.8 / 5.0
    Customer References 16 total
    About

    Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …

  • Lasting Dynamics
    Reference Rating
    4.8 / 5.0
    Customer References 23 total
    About

    Lasting Dynamics is SME focused on luxury software development, that means they only pick some project per year and they provide the same effort and high quality standard to all …

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