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  • Trust Point Advisors - Customer Case Study

  • Bridgewealth Advisory Group, 1 Year Later with HiddenLevers

    Derek ElrodFounder
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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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    Customer References58 total
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    KeyedIn® is an agile Cloud-based software company focused on driving business results for their clients through flexible, scalable and affordable solutions. And while they are a relatively young company, they have decades of experience in building and delivering value through enterprise business systems. KeyedIn Solutions helps organizations simplify business processes, improve performance and drive results through an innovative combination of aPaaS and SaaS business solutions. These applications were developed in the Cloud for the Cloud, to capitalize on the exclusive benefits of mobility, accessibility, and flexibility only the Cloud can offer.

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