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    Customer References48 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 of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.

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    Planisware is a global provider of Program, Product & Project Portfolio Management software designed for product development and R&D organizations. With a singular focus on PPM, Planisware has been dedicated to helping their customers drive strategic and innovation excellence, make confident business decisions, and increase portfolio value for over 19 years.

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    Sopheon partners with customers to provide complete Enterprise Innovation Management solutions including patented software, expertise, and best practices to achieve exceptional long-term revenue growth and profitability. Sopheon’s Accolade® solution provides unique, fully-integrated coverage for the entire innovation management and new product development lifecycle, including strategic innovation planning, roadmapping, idea and concept development, process and project management, portfolio management and resource planning.