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  • Trust Point Advisors - Customer Case Study

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    EPM Live is the leading work management platform that transforms the way organizations are managing projects and work. Built on PPM cost saving disciplines, EPM Live is the first PPM vendor to offer a full work management application marketplace that allows organizations to extend PPM to all areas of their business regardless of size, work type or maturity. EPM Live has successfully customized, integrated, automated, and deployed Enterprise Project, Portfolio and Work Management for thousands of organizations.

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    Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.

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    Microsoft Project helps you get started quickly and execute projects with ease. Built-in templates, familiar scheduling tools, and access across devices increase productivity for project managers and teams. It is available on Windows, iOS®, and Android™ devices, so team members can update tasks on their device of choice and view timelines and reports on the go.

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