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Envestnet | Tamarac Case Studies

  • Krilogy Financial- Customer Case Study

    Andrew MillerDirector of Analytics at Krilogy Financial

  • Weston Financial - Customer Case Study

    Jake FiloonPresident and Chief Operating Officer
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    AccountsPortal offers online accounting software that is easy to use, intuitive and flexible. Aimed at contractors, sole traders, small companies and accountants with no need to understand complex accounting or bookkeeping terms.

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    4.7 / 5.0
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    Roger is the fastest-growing automation platform for small-and-medium-sized businesses looking to scale faster with less overhead. They’re so much more than an accounts payable platform. Roger is your all-in-one solution for taking the unnecessary work out of bookkeeping, reimbursements, expense reports, fraud detection, internal communication and more. Accountant or bookkeeper? Roger's Advisors platform helps you manage client work automatically, uncover new revenue models and design your practice for growth.

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    Customer References87 total
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    Sapphire Systems is an established global provider of world-leading Enterprise Resource Planning (ERP) and Financial Management Solutions (FMS), offering software, services and support to over 800 customers worldwide. The company is an SAP Gold Channel Partner and an Infor Gold Channel Partner.

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