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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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    4.7 / 5.0
    Customer References16 total
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    Cashflow Manager mission is to provide small business owners with the simplest accounting software on the planet, empowering them to do their own bookkeeping and build a successful business. They're very proud that over 400,000 users in three continents have discovered the benefits of using Cashflow Manager. Those businesses don't have to be accountants, or even understand anything about accounting, to implement its many time-saving features.

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    Customer References16 total
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    LAKE is a specialist provider of financial and business management solutions based on market leading software and over 27 years experience across a wide range of sectors. Their products include Infor SunSystems for financial management, SAP Business One for business management, Proactis purchase-to-pay and source-to-contract, and IBM Planning Analytics for performance management and business intelligence.

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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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