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Envestnet | Tamarac Case Studies

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  • SS&C Advent
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    4.8 / 5.0
    Customer References 304 total
    About

    SS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries from established global institutions to small start-up practices—to grow their business and …

  • Addepar
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    4.7 / 5.0
    Customer References 95 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, …

  • BQE Core
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    4.8 / 5.0
    Customer References 15 total
    About

    BQE Core sets the standard for billing, time & expenses, project management, and accounting software for professional services. And it's actually fun to use.

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