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iCapital Case Studies

  • Morningstar empowers 170,000 advisors with iCapital

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  • BRITech
    Reference Rating
    4.8 / 5.0
    Customer References 35 total
    About

    BRITech is a British/Brazilian FinTech SaaS company headquartered in Sao Paulo, Brazil, with 70 employees in offices in eight countries. They provide scalable, robust wealth management software, professional services and …

  • Commonwealth Financial Network
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    Customer References 6 total
    About

    Commonwealth Financial Network provides independent financial advisors with comprehensive support and resources as the largest privately held independent broker/dealer, focusing on enhancing advisor satisfaction and helping them achieve their clients' …

  • Dorsum
    Reference Rating
    Customer References 0 total
    About

    Dorsum is a leading software company in the Central and Eastern European region that provides investment software and solutions for financial institutions. Their developments are aimed at mobile and online …

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