"The other issue with Workstation was scaling the output, I want to make sure every single one of my clients is taken care of. With Workstation I had to sacrifice so much time on a single client, my other clients were losing out. Now with HiddenLevers, generating meaningful output is a cinch."
"Before HiddenLevers 10% of our clients would call us in a panic when the market corrected. But after HiddenLevers and the market sell-off at the end of 2018 happened, we had about 1% clients call. That’s a significant difference."
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.
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.
SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on premise or as an ASP solution, its core system, SimCorp Dimension, supports the entire investment value chain and range of instruments, all based on a market-leading Investment Book of Record. SimCorp invests more than 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands.