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"No matter if it’s a longtime client or a prospect, every single person should care about the risk in their portfolio and HiddenLevers is the tool I needed to provide this."
“HiddenLevers has been useful during the last 3 months — though our clients are in good financial shape, they still worry if they’d be on track if it were to happen again. It’s nice to be able to reassure them that they will be in reasonable shape regardless of what the future holds.”
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.
PDWare is a market leader in providing resource planning and portfolio oversight software to organizations managing project portfolios. PDWare was founded in 2001 to provide high-value, low-overhead resource planning software to support operational decisions and improve resource and portfolio productivity. PDWare pioneered dynamic capacity management (DCM) which drives the proactive deployment of people to product development and other critical projects. PDWare offers a solution that gives line resource managers, project managers, and executives the ability to meet the challenge of fluctuating capacity and project demand.
Project Insight is cloud based project management software that helps project teams collaborate on project schedules, balance resource workloads, share documents, view real-time reports. A leading mid market solution for IT, software, professional services, advertising, marketing and product development teams, Project Insight is powerful for project managers, easy for everyone.
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