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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 of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.
ServicePRO is a comprehensive, easy-to-setup Service desk platform that enables industry best practice right out of the box. Developed over 20 years, the ServicePRO platform is a robust set of tools that focus on business service delivery, collaboration, security, and productivity. From "Day One", their mission is to create a workbench that empowers you to “Get The Job Done!”
Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. Leading companies use Totango to reduce churn, grow predictable revenue, and maximize customer value over time.
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