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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.
Oildex provides a complete, broad B2B automation offering for oil and gas companies. Services include: digital and scanned invoice processing (SpendworksTM and OpenInvoiceTM), owner relations web portals (Owner Relations ConnectTM), royalty check stub detail and reporting (CDEX), joint interest bill processing (JIB), crude oil data exchange (CODE), gas plant document exchange (GPEX), production and sales volume reporting, and much more.
Traction Complete develops software that enhances the native capabilities and functionality of Salesforce, with a complete suite of solutions for effortless account hierarchies and simplified, seamless lead management. On a mission to empower go-to-market leaders everywhere to transform revenue operations in Salesforce.
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