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“One of the most important pieces of technology for advisors is their CRM system. As our advisor teams and clients grow, they need to rely more on their CRM and more on LinkPoint Connect.”
“The ability to be selective with when and where we record emails in Salesforce was critical to our success. I have yet to find a product that makes it easier to record emails than LinkPoint Connect.”
FundCount offers portfolio managers, accountants and fund administrators powerful tools for investment management and partnership accounting. Investment and accounting professionals who serve institutional investors and ultra-high net worth families have relied on FundCount to help manage their operations for over 10 years. FundCount's integrated system streamlines portfolio and partnership accounting – offering higher levels of efficiency to operations and immediate and actionable information for firms and their clients.
Roger is the fastest-growing automation platform for small-and-medium-sized businesses looking to scale faster with less overhead. They’re so much more than an accounts payable platform. Roger is your all-in-one solution for taking the unnecessary work out of bookkeeping, reimbursements, expense reports, fraud detection, internal communication and more. Accountant or bookkeeper? Roger's Advisors platform helps you manage client work automatically, uncover new revenue models and design your practice for growth.
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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