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“In the financial services industry it’s very easy to become overwhelmed with work and lose a healthy work life balance, but if you want to a fintech process that aligns with your lifestyle practice, I strongly encourage my fellow peers to learn about HiddenLevers. I can’t think of any other platform that’s more conducive to that.”
"Hidden Levers is my favorite investment tool. It allows our staff to give intelligent, evidence-based possibilities to client's questions about hypothetical scenarios. As an investment advisor, I would not want to be without an analytical tool like HiddenLevers."
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.
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.
Sopheon partners with customers to provide complete Enterprise Innovation Management solutions including patented software, expertise, and best practices to achieve exceptional long-term revenue growth and profitability. Sopheon’s Accolade® solution provides unique, fully-integrated coverage for the entire innovation management and new product development lifecycle, including strategic innovation planning, roadmapping, idea and concept development, process and project management, portfolio management and resource planning.
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