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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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    Ais has provided strategic consulting, design, programming and implementation of accounting and workflow software for over 30 years with 100% integrity. Their expertise is software, business workflow and accounting. They take the long view to develop cost-effective strategies to keep your system current with your changing requirements over the years. They set up, customize and integrate flexible systems that exactly fit business needs.

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    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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    Sage Intacct is the innovation and customer satisfaction leader in cloud Financial Management. With the powerful combination of Sage and Intacct, the Sage Business Cloud offers the best capabilities of both companies. Bringing cloud computing to finance and accounting, Sage Intacct’s innovative and award-winning applications are the preferred financial applications for AICPA business solutions. In use by organizations from startups to public companies, Sage Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Intacct to their clients.

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