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  • Hilpan Moxie - Customer Case Study

    Don HilarioFounder

  • Twelve Points Wealth Management - Customer Case Study

    David ClaymanTwelve Points Wealth Management
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    Customer References61 total
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    Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enables clients to operate from a single golden source of data from the front-office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents.

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    Customer References48 total
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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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    PowerSteering enables powerful, scalable and uniquely flexible top down program and portfolio management without requiring granular task and resource tracking, making it a great fit for IT, Product Development and Business or Enterprise PMOs. It is a cloud based application that combines the robust PPM functionality demanded by global organizations with the cost and speed benefits of the cloud, and provides class leading analytic and financial tracking capabilities.

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