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OFFOLIO Testimonials

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  • ProjectManager
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    4.7 / 5.0
    Customer References 80 total
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    ProjectManager.com delivers the most comprehensive dashboard and reporting tools in the industry. It includes all of the most-used features from Microsoft Project. Create and share detailed plans, tasks, expenses and …

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  • Envestnet | Tamarac
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    4.8 / 5.0
    Customer References 48 total
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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 …

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  • HiddenLevers
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    4.8 / 5.0
    Customer References 45 total
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    HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk …

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