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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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    Customer References9 total
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    Invoice2go is the world's top-selling invoicing app with over 200,000 customers in over 178 countries worldwide. Their mission is to help small businesses and self-employed professionals thrive. They do this by equipping them with the most straightforward way to create estimates, send invoices, and get paid quickly. Their intuitive and easy-to-use app provides a variety of features to free small business owners from administrative burdens and give them greater control over their time. By streamlining all aspects of accounting, business owners have more bandwidth to grow and focus on what matters most.

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    Customer References21 total
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    KiBiz Systems creates customized business solutions that serve the needs of a wide variety of businesses. Streamline your Business for Higher Performance through Database Automation. They are committed to finding ways to make your business run more effectively, with faster, better, more reliable business systems. They can strengthen your informational infrastructure to provide a more solid foundation from which your business can grow and prosper. They study your work flow and business processes to discover new ways to better serve your customers, interact with your vendors, and coordinate amongst your staff. The key to these relationships is how information is shared in a timely, focused and controlled manner. A multi-user database in which all information is accessible based on assigned privileges enables your staff to be better equipped to fulfill the requests of your customers, and communicate with your vendors what your business needs are.

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    Customer References19 total
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    The Resource Group delivers creative and empowering technology solutions that empower customers to reach their business goals. Throughout Washington, Oregon and the Pacific Northwest, The Resource Group partners with their clients to tailor solutions that solve their business challenges. Their professional and knowledgeable consultants are dedicated to building solid, long lasting relationships with clients. The Resource Group implements, customizes and supports Microsoft Dynamics GP, Sage Intacct cloud financial management software as well as BI360 Business Intelligence solution. They are there throughout the entire lifecycle of your solution; from initial software evaluation to installation, data migration, implementation, software development, system integration, training and support. They are small enough to care, and big enough to get results.

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