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    6+ References
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Iress Videos

  • Private Client Holding - Customer Success Story (Mark MacSymon - Wealth Manager)
  • Rigby Financial - Customer Success Story (Simon Rigby - Financial Services Director)
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  • Aidentified
    Reference Rating
    4.7 / 5.0
    Customer References 6 total
    About

    Aidentified passion to reshape the way people prospect through innovative uses of technology and data inspired us to launch Aidentified: a relationship intelligence platform using real-time wealth and management change …

  • Envestnet | MoneyGuide
    Reference Rating
    4.8 / 5.0
    Customer References 7 total
    About

    Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission …

  • FNZ Group
    Reference Rating
    4.8 / 5.0
    Customer References 50 total
    About

    FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. They know the foundation to do that already exists in the …

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