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    Daptiv is the #1 on-demand PPM solution with over 100,000 subscribers. Daptiv has helped thousands of companies improve their strategic planning and business execution by offering flexible PPM solutions and expert professional services. They provide industry-leading PPM functionality, but unlike vendors that force you to change your processes to fit their tools, they’ve designed their solution with you and your team in mind. Daptiv is flexible and easily configured so that you can introduce powerful new PPM capabilities – when and where your organization is ready for them. Daptiv’s customers include world-class organizations such as Beam Global, Chase, Coach, Harvard University, Honeywell, International Hotels Group, and Virgin Australia.

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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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    Totango is a customer success platform that helps recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. Leading companies use Totango to reduce churn, grow predictable revenue, and maximize customer value over time.

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